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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $134,871 | -54.1% | 1,078 | -59.1% | 0.02% | -56.4% |
| Q3 2022 | $294,000 | +15.3% | 2,637 | +22.9% | 0.04% | +21.9% |
| Q2 2022 | $255,000 | -12.1% | 2,145 | -5.4% | 0.03% | -5.9% |
| Q1 2022 | $290,000 | +22.4% | 2,267 | +23.7% | 0.03% | +21.4% |
| Q4 2021 | $237,000 | +10.2% | 1,833 | +0.2% | 0.03% | +3.7% |
| Q3 2021 | $215,000 | -3.6% | 1,829 | +0.2% | 0.03% | -3.6% |
| Q2 2021 | $223,000 | +3.7% | 1,825 | +0.2% | 0.03% | -3.4% |
| Q1 2021 | $215,000 | +12.0% | 1,821 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $192,000 | +11.6% | 1,817 | -2.4% | 0.03% | -3.3% |
| Q3 2020 | $172,000 | +1.8% | 1,861 | +0.3% | 0.03% | -3.2% |
| Q2 2020 | $169,000 | +3.0% | 1,856 | -9.4% | 0.03% | -11.4% |
| Q1 2020 | $164,000 | -17.6% | 2,049 | +10.9% | 0.04% | +6.1% |
| Q4 2019 | $199,000 | +14.4% | 1,847 | +9.1% | 0.03% | +10.0% |
| Q3 2019 | $174,000 | +8.1% | 1,693 | +5.9% | 0.03% | +7.1% |
| Q2 2019 | $161,000 | +4.5% | 1,599 | +3.1% | 0.03% | +3.7% |
| Q1 2019 | $154,000 | -19.8% | 1,551 | -27.6% | 0.03% | -34.1% |
| Q4 2018 | $192,000 | -88.2% | 2,141 | -87.1% | 0.04% | -84.9% |
| Q3 2018 | $1,626,000 | +3.4% | 16,605 | -2.1% | 0.27% | -4.6% |
| Q2 2018 | $1,572,000 | -0.5% | 16,956 | -2.1% | 0.28% | -0.3% |
| Q1 2018 | $1,580,000 | -2.8% | 17,322 | +0.6% | 0.29% | -3.4% |
| Q4 2017 | $1,626,000 | +4.2% | 17,211 | +0.7% | 0.30% | +2.4% |
| Q3 2017 | $1,561,000 | -0.6% | 17,087 | -3.3% | 0.29% | -9.4% |
| Q2 2017 | $1,571,000 | +7.8% | 17,669 | +6.9% | 0.32% | +9.2% |
| Q1 2017 | $1,457,000 | +7.9% | 16,531 | +4.8% | 0.29% | -1.4% |
| Q4 2016 | $1,350,000 | +2.4% | 15,777 | +0.9% | 0.30% | +4.2% |
| Q3 2016 | $1,319,000 | +19.4% | 15,636 | +18.8% | 0.28% | +16.9% |
| Q2 2016 | $1,105,000 | +33.1% | 13,164 | +26.8% | 0.24% | +29.9% |
| Q1 2016 | $830,000 | +25.9% | 10,382 | +15.9% | 0.19% | +23.8% |
| Q4 2015 | $659,000 | +12.3% | 8,957 | +10.1% | 0.15% | +3.4% |
| Q3 2015 | $587,000 | +0.5% | 8,137 | +6.3% | 0.15% | +15.0% |
| Q2 2015 | $584,000 | -0.5% | 7,657 | +1.9% | 0.13% | -3.8% |
| Q1 2015 | $587,000 | +0.5% | 7,512 | +1.3% | 0.13% | -5.7% |
| Q4 2014 | $584,000 | +11.9% | 7,417 | +6.4% | 0.14% | +14.8% |
| Q3 2014 | $522,000 | +11.3% | 6,970 | +13.8% | 0.12% | +16.2% |
| Q2 2014 | $469,000 | +7.1% | 6,125 | +2.9% | 0.10% | -1.9% |
| Q1 2014 | $438,000 | +5.8% | 5,955 | +4.6% | 0.11% | +2.9% |
| Q4 2013 | $414,000 | +67.6% | 5,695 | +59.1% | 0.10% | +15.6% |
| Q3 2013 | $247,000 | +8.8% | 3,580 | +4.5% | 0.09% | +42.9% |
| Q2 2013 | $227,000 | – | 3,425 | – | 0.06% | – |
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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% |