SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $417 | +29.5% | 3,400 | +30.8% | 0.00% | – |
| Q1 2023 | $322 | -82.0% | 2,600 | -81.8% | 0.00% | -100.0% |
| Q4 2022 | $1,789 | -99.9% | 14,300 | -21.9% | 0.00% | -33.3% |
| Q3 2022 | $2,040,000 | -13.9% | 18,300 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $2,370,000 | +4.3% | 18,500 | +5.1% | 0.00% | 0.0% |
| Q4 2021 | $2,273,000 | +87.9% | 17,600 | +34.4% | 0.00% | +200.0% |
| Q3 2020 | $1,210,000 | +341.6% | 13,100 | +336.7% | 0.00% | – |
| Q2 2020 | $274,000 | – | 3,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |