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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $453,000 | -20.0% | 3,536 | -19.4% | 0.13% | -13.6% |
| Q4 2021 | $566,000 | +10.1% | 4,386 | +0.3% | 0.15% | -2.6% |
| Q3 2021 | $514,000 | -10.0% | 4,371 | -6.4% | 0.15% | -10.1% |
| Q2 2021 | $571,000 | +1.4% | 4,671 | -2.1% | 0.17% | -4.5% |
| Q1 2021 | $563,000 | +9.1% | 4,771 | -2.1% | 0.18% | +0.6% |
| Q4 2020 | $516,000 | -7.0% | 4,871 | -18.9% | 0.18% | -17.8% |
| Q3 2020 | $555,000 | -0.4% | 6,008 | -1.6% | 0.21% | -8.6% |
| Q2 2020 | $557,000 | +14.1% | 6,108 | 0.0% | 0.23% | -2.9% |
| Q1 2020 | $488,000 | -26.9% | 6,108 | -1.6% | 0.24% | -7.3% |
| Q4 2019 | $668,000 | +4.7% | 6,208 | -0.2% | 0.26% | -3.4% |
| Q3 2019 | $638,000 | +1.8% | 6,218 | 0.0% | 0.27% | +1.1% |
| Q2 2019 | $627,000 | -2.3% | 6,218 | -3.7% | 0.26% | -5.0% |
| Q1 2019 | $642,000 | +6.1% | 6,457 | -4.4% | 0.28% | -3.5% |
| Q4 2018 | $605,000 | -36.2% | 6,757 | -30.2% | 0.29% | -22.7% |
| Q3 2018 | $948,000 | +5.6% | 9,682 | 0.0% | 0.37% | -1.6% |
| Q2 2018 | $898,000 | -49.6% | 9,682 | -49.6% | 0.38% | +0.3% |
| Q1 2018 | $1,782,000 | +100.0% | 19,198 | +103.6% | 0.38% | -0.3% |
| Q4 2017 | $891,000 | -5.6% | 9,431 | -8.8% | 0.38% | -10.4% |
| Q3 2017 | $944,000 | -1.6% | 10,341 | -4.2% | 0.42% | -3.0% |
| Q2 2017 | $959,000 | +0.1% | 10,791 | -0.7% | 0.44% | -7.0% |
| Q1 2017 | $958,000 | -3.2% | 10,866 | -6.1% | 0.47% | -9.3% |
| Q4 2016 | $990,000 | -50.1% | 11,566 | -50.9% | 0.52% | -5.5% |
| Q3 2016 | $1,982,000 | +97.8% | 23,557 | +97.3% | 0.55% | -2.1% |
| Q2 2016 | $1,002,000 | +4.6% | 11,941 | -0.4% | 0.56% | +4.1% |
| Q1 2016 | $958,000 | +7.3% | 11,991 | -1.2% | 0.54% | +6.5% |
| Q4 2015 | $893,000 | -4.2% | 12,141 | -6.0% | 0.50% | +50.3% |
| Q3 2015 | $932,000 | -1.3% | 12,912 | +4.2% | 0.34% | -35.3% |
| Q2 2015 | $944,000 | -5.6% | 12,391 | -3.1% | 0.52% | -6.7% |
| Q1 2015 | $1,000,000 | -3.1% | 12,791 | -2.3% | 0.56% | -1.1% |
| Q4 2014 | $1,032,000 | +3.1% | 13,091 | -1.9% | 0.56% | +2.9% |
| Q3 2014 | $1,001,000 | -2.8% | 13,351 | -0.7% | 0.55% | -1.8% |
| Q2 2014 | $1,030,000 | +3.3% | 13,451 | -0.7% | 0.56% | -3.3% |
| Q1 2014 | $997,000 | +0.7% | 13,551 | -0.6% | 0.58% | +1.8% |
| Q4 2013 | $990,000 | +4.4% | 13,626 | -0.9% | 0.56% | -2.2% |
| Q3 2013 | $948,000 | +3.9% | 13,751 | 0.0% | 0.58% | +2.5% |
| Q2 2013 | $912,000 | – | 13,751 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |