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 | 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% |