SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 982 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,844,530 | -6.1% | 16,038 | +0.1% | 0.24% | -2.0% |
| Q2 2023 | $1,964,099 | -0.9% | 16,023 | 0.0% | 0.24% | -6.5% |
| Q1 2023 | $1,982,205 | -2.3% | 16,023 | -1.2% | 0.26% | -8.1% |
| Q4 2022 | $2,029,660 | +12.2% | 16,223 | 0.0% | 0.28% | -2.7% |
| Q3 2022 | $1,809,000 | -6.1% | 16,223 | 0.0% | 0.29% | -2.3% |
| Q2 2022 | $1,926,000 | -7.3% | 16,223 | 0.0% | 0.30% | +3.1% |
| Q1 2022 | $2,078,000 | +1.7% | 16,223 | +2.5% | 0.29% | +0.7% |
| Q4 2021 | $2,043,000 | +9.8% | 15,823 | 0.0% | 0.29% | -0.3% |
| Q3 2021 | $1,860,000 | -3.9% | 15,823 | 0.0% | 0.29% | -4.6% |
| Q2 2021 | $1,935,000 | -3.0% | 15,823 | -6.3% | 0.30% | -6.2% |
| Q1 2021 | $1,994,000 | +11.5% | 16,893 | 0.0% | 0.32% | +1.2% |
| Q4 2020 | $1,789,000 | +0.6% | 16,893 | -12.2% | 0.32% | -4.8% |
| Q3 2020 | $1,779,000 | -1.1% | 19,248 | -2.4% | 0.34% | -8.2% |
| Q2 2020 | $1,799,000 | – | 19,723 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |