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 | $4,360,144 | -7.3% | 37,911 | -1.2% | 0.36% | -14.0% |
Q2 2023 | $4,703,027 | -3.8% | 38,367 | -2.9% | 0.42% | -5.2% |
Q1 2023 | $4,887,535 | -4.8% | 39,508 | -3.8% | 0.44% | -6.7% |
Q4 2022 | $5,135,640 | +11.1% | 41,049 | -1.0% | 0.48% | +3.5% |
Q3 2022 | $4,621,000 | -5.7% | 41,443 | +0.4% | 0.46% | +0.4% |
Q2 2022 | $4,901,000 | -22.8% | 41,295 | -16.6% | 0.46% | -13.4% |
Q1 2022 | $6,346,000 | -3.5% | 49,535 | -2.8% | 0.53% | +0.4% |
Q4 2021 | $6,578,000 | +11.7% | 50,947 | +1.7% | 0.53% | +2.9% |
Q3 2021 | $5,887,000 | -3.7% | 50,082 | +0.1% | 0.51% | -0.8% |
Q2 2021 | $6,115,000 | +12.2% | 50,010 | +8.3% | 0.52% | +5.5% |
Q1 2021 | $5,450,000 | +15.5% | 46,177 | +3.7% | 0.49% | +6.3% |
Q4 2020 | $4,717,000 | +28.0% | 44,526 | +11.7% | 0.46% | +13.5% |
Q3 2020 | $3,684,000 | +1.5% | 39,876 | +0.2% | 0.41% | -0.2% |
Q2 2020 | $3,630,000 | +20.2% | 39,809 | +5.2% | 0.41% | +3.8% |
Q1 2020 | $3,021,000 | -22.2% | 37,830 | +4.8% | 0.39% | +1.0% |
Q4 2019 | $3,885,000 | +2.2% | 36,111 | -2.5% | 0.39% | -4.0% |
Q3 2019 | $3,801,000 | +4.5% | 37,046 | +2.7% | 0.40% | +4.7% |
Q2 2019 | $3,639,000 | +21.5% | 36,071 | +19.7% | 0.39% | +18.0% |
Q1 2019 | $2,995,000 | +117.5% | 30,135 | +95.8% | 0.33% | +81.7% |
Q4 2018 | $1,377,000 | +1579.3% | 15,387 | +1563.5% | 0.18% | +1536.4% |
Q1 2017 | $82,000 | +3.8% | 925 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $79,000 | -8.1% | 925 | -9.8% | 0.01% | -15.4% |
Q3 2016 | $86,000 | +21.1% | 1,025 | +20.6% | 0.01% | +18.2% |
Q2 2016 | $71,000 | – | 850 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |