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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $17,371 | +8.7% | 139 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,986 | -39.2% | 139 | -35.0% | 0.00% | -42.9% |
| Q2 2023 | $26,294 | -0.7% | 214 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $26,473 | -1.1% | 214 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $26,773 | +40.9% | 214 | +19.6% | 0.01% | +40.0% |
| Q3 2022 | $19,000 | -9.5% | 179 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $21,000 | -4.5% | 179 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | +69.2% | 179 | +72.1% | 0.01% | +66.7% |
| Q4 2021 | $13,000 | +8.3% | 104 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +50.0% | 104 | +23.8% | 0.00% | +50.0% |
| Q4 2020 | $8,000 | +14.3% | 84 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -33.3% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | – | 84 | – | 0.00% | – |
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% |