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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,250 | -6.2% | 19,562 | +0.0% | 0.08% | -3.4% |
| Q2 2023 | $2,398 | -7.1% | 19,559 | -6.3% | 0.09% | -12.1% |
| Q1 2023 | $2,581 | -1.8% | 20,867 | -0.7% | 0.10% | -8.3% |
| Q4 2022 | $2,629 | -99.9% | 21,017 | +0.1% | 0.11% | -6.1% |
| Q3 2022 | $2,341,000 | -2.9% | 20,993 | +3.3% | 0.12% | +5.5% |
| Q2 2022 | $2,412,000 | +3.0% | 20,323 | +11.2% | 0.11% | +9.0% |
| Q1 2022 | $2,342,000 | -0.2% | 18,277 | +0.6% | 0.10% | -2.0% |
| Q4 2021 | $2,346,000 | +9.4% | 18,172 | -0.4% | 0.10% | 0.0% |
| Q3 2021 | $2,144,000 | -2.9% | 18,243 | +1.0% | 0.10% | -3.8% |
| Q2 2021 | $2,208,000 | +8.6% | 18,060 | +4.8% | 0.11% | -1.9% |
| Q1 2021 | $2,033,000 | +126.1% | 17,226 | +103.1% | 0.11% | +96.4% |
| Q4 2020 | $899,000 | +273.0% | 8,483 | +261.0% | 0.06% | +161.9% |
| Q3 2019 | $241,000 | +1.7% | 2,350 | +0.2% | 0.02% | -4.5% |
| Q2 2019 | $237,000 | +1.7% | 2,346 | +0.1% | 0.02% | 0.0% |
| Q1 2019 | $233,000 | -35.1% | 2,343 | -38.3% | 0.02% | -46.3% |
| Q4 2017 | $359,000 | +74.3% | 3,796 | +68.3% | 0.04% | +64.0% |
| Q3 2017 | $206,000 | +3.0% | 2,255 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $200,000 | -8.3% | 2,255 | -17.4% | 0.02% | -41.9% |
| Q1 2016 | $218,000 | +8.5% | 2,730 | 0.0% | 0.04% | +2.4% |
| Q4 2015 | $201,000 | -9.0% | 2,730 | -10.9% | 0.04% | -14.3% |
| Q3 2015 | $221,000 | -42.4% | 3,063 | -39.2% | 0.05% | -35.5% |
| Q2 2015 | $384,000 | +39.1% | 5,035 | +42.6% | 0.08% | +46.2% |
| Q1 2015 | $276,000 | -1.4% | 3,532 | -0.7% | 0.05% | -28.8% |
| Q4 2014 | $280,000 | – | 3,558 | – | 0.07% | – |
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% |