SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,186 | -6.2% | 3,184 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $390,289 | -0.9% | 3,184 | -0.0% | 0.03% | -8.6% |
| Q1 2023 | $393,977 | +93038.8% | 3,185 | -5.9% | 0.04% | -7.9% |
| Q4 2022 | $423 | -99.9% | 3,385 | 0.0% | 0.04% | +5.6% |
| Q3 2022 | $377,000 | -6.2% | 3,385 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $402,000 | -7.4% | 3,385 | 0.0% | 0.04% | +9.4% |
| Q1 2022 | $434,000 | -0.7% | 3,385 | 0.0% | 0.03% | +6.7% |
| Q4 2021 | $437,000 | +38.3% | 3,385 | +26.1% | 0.03% | +25.0% |
| Q3 2021 | $316,000 | 0.0% | 2,685 | +3.9% | 0.02% | 0.0% |
| Q2 2021 | $316,000 | +3.6% | 2,585 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $305,000 | +11.3% | 2,585 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $274,000 | +14.6% | 2,585 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $239,000 | +1.3% | 2,585 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $236,000 | +14.6% | 2,585 | 0.0% | 0.03% | -3.7% |
| Q1 2020 | $206,000 | -29.9% | 2,585 | -5.5% | 0.03% | -10.0% |
| Q4 2019 | $294,000 | +4.6% | 2,735 | 0.0% | 0.03% | -3.2% |
| Q3 2019 | $281,000 | +1.8% | 2,735 | 0.0% | 0.03% | +3.3% |
| Q2 2019 | $276,000 | +1.5% | 2,735 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $272,000 | +11.9% | 2,735 | +0.9% | 0.03% | 0.0% |
| Q4 2018 | $243,000 | -8.3% | 2,710 | 0.0% | 0.03% | +15.4% |
| Q3 2018 | $265,000 | +12.8% | 2,710 | +6.9% | 0.03% | +8.3% |
| Q2 2018 | $235,000 | +1.7% | 2,535 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $231,000 | -38.4% | 2,535 | -36.1% | 0.02% | -36.8% |
| Q4 2017 | $375,000 | -24.8% | 3,966 | -27.4% | 0.04% | -28.3% |
| Q3 2017 | $499,000 | +5.5% | 5,466 | +2.8% | 0.05% | +1.9% |
| Q2 2017 | $473,000 | +0.9% | 5,316 | 0.0% | 0.05% | -3.7% |
| Q1 2017 | $469,000 | +34.4% | 5,316 | +30.1% | 0.05% | +25.6% |
| Q4 2016 | $349,000 | -8.6% | 4,085 | -9.8% | 0.04% | -12.2% |
| Q3 2016 | $382,000 | +0.5% | 4,531 | 0.0% | 0.05% | -7.5% |
| Q2 2016 | $380,000 | +84.5% | 4,531 | +61.8% | 0.05% | +89.3% |
| Q1 2014 | $206,000 | +1.5% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $203,000 | – | 2,800 | – | 0.03% | – |
Download | ||||||
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% |