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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,265,000 | -7.2% | 19,084 | +0.2% | 0.74% | +8.1% |
| Q1 2022 | $2,441,000 | +5.2% | 19,053 | +6.0% | 0.68% | +7.6% |
| Q4 2021 | $2,320,000 | +8.2% | 17,970 | -1.5% | 0.63% | -0.8% |
| Q3 2021 | $2,144,000 | +28.5% | 18,238 | +33.6% | 0.64% | +27.7% |
| Q2 2021 | $1,669,000 | +5.4% | 13,648 | +1.7% | 0.50% | 0.0% |
| Q1 2021 | $1,584,000 | +48.6% | 13,421 | +33.3% | 0.50% | +32.7% |
| Q4 2020 | $1,066,000 | +15.1% | 10,069 | +0.5% | 0.38% | +4.4% |
| Q3 2020 | $926,000 | -29.2% | 10,021 | -30.0% | 0.36% | -34.9% |
| Q2 2020 | $1,307,000 | +15.2% | 14,325 | +0.8% | 0.55% | -4.5% |
| Q1 2020 | $1,135,000 | -28.7% | 14,205 | -4.0% | 0.58% | -1.2% |
| Q4 2019 | $1,592,000 | +4.9% | 14,803 | 0.0% | 0.59% | -1.3% |
| Q3 2019 | $1,518,000 | +9.2% | 14,803 | +7.4% | 0.59% | +9.6% |
| Q2 2019 | $1,390,000 | +1.7% | 13,785 | +0.2% | 0.54% | +1.1% |
| Q1 2019 | $1,367,000 | +26.8% | 13,755 | +14.1% | 0.54% | +10.5% |
| Q4 2018 | $1,078,000 | +6.2% | 12,052 | +16.3% | 0.48% | +25.6% |
| Q3 2018 | $1,015,000 | +5.5% | 10,364 | -0.2% | 0.39% | -1.8% |
| Q2 2018 | $962,000 | -5.0% | 10,385 | -6.5% | 0.39% | -2.5% |
| Q1 2018 | $1,013,000 | -3.1% | 11,110 | +0.4% | 0.40% | +5.5% |
| Q4 2017 | $1,045,000 | +2.7% | 11,062 | -0.8% | 0.38% | -0.8% |
| Q3 2017 | $1,018,000 | +123.2% | 11,152 | +91.3% | 0.38% | +51.6% |
| Q1 2015 | $456,000 | -1.3% | 5,831 | -0.4% | 0.25% | +2.8% |
| Q4 2014 | $462,000 | +5.2% | 5,853 | 0.0% | 0.25% | +4.2% |
| Q3 2014 | $439,000 | +9.5% | 5,853 | +11.7% | 0.24% | +9.7% |
| Q2 2014 | $401,000 | – | 5,241 | – | 0.22% | – |
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% |