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 2021 | $780,000 | +28.1% | 6,038 | +16.6% | 0.09% | +5.7% |
| Q3 2021 | $609,000 | +1.3% | 5,179 | +5.3% | 0.09% | -1.1% |
| Q2 2021 | $601,000 | +4.2% | 4,918 | +0.7% | 0.09% | -14.4% |
| Q1 2021 | $577,000 | +12.5% | 4,886 | +0.8% | 0.10% | -8.0% |
| Q4 2020 | $513,000 | +40.2% | 4,846 | +22.4% | 0.11% | -4.2% |
| Q3 2020 | $366,000 | -12.4% | 3,958 | -13.6% | 0.12% | -25.8% |
| Q2 2020 | $418,000 | -9.1% | 4,580 | -20.4% | 0.16% | -34.8% |
| Q1 2020 | $460,000 | -24.5% | 5,756 | +1.7% | 0.24% | -1.6% |
| Q4 2019 | $609,000 | +62.8% | 5,660 | +55.2% | 0.25% | +6.0% |
| Q3 2019 | $374,000 | +3.0% | 3,648 | +1.4% | 0.23% | +0.4% |
| Q2 2019 | $363,000 | +25.2% | 3,597 | +23.5% | 0.23% | +5.4% |
| Q1 2019 | $290,000 | +5.8% | 2,913 | -5.0% | 0.22% | -16.3% |
| Q4 2018 | $274,000 | -3.9% | 3,065 | +5.2% | 0.26% | +24.5% |
| Q3 2018 | $285,000 | +8.8% | 2,913 | +3.0% | 0.21% | -6.2% |
| Q2 2018 | $262,000 | -5.4% | 2,828 | -6.9% | 0.23% | -14.7% |
| Q1 2018 | $277,000 | – | 3,039 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |