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 | $10,717,442 | -0.6% | 93,190 | +6.0% | 0.01% | 0.0% |
| Q2 2023 | $10,777,553 | +2.3% | 87,923 | +3.3% | 0.01% | -6.7% |
| Q1 2023 | $10,530,858 | -9.8% | 85,125 | -8.8% | 0.02% | -16.7% |
| Q4 2022 | $11,677,880 | +5.8% | 93,341 | -5.7% | 0.02% | -5.3% |
| Q3 2022 | $11,037,000 | +1.3% | 98,985 | +7.8% | 0.02% | 0.0% |
| Q2 2022 | $10,900,000 | -4.1% | 91,839 | +3.5% | 0.02% | +5.6% |
| Q1 2022 | $11,371,000 | +2.5% | 88,764 | +3.3% | 0.02% | 0.0% |
| Q4 2021 | $11,090,000 | +15.3% | 85,893 | +5.0% | 0.02% | 0.0% |
| Q3 2021 | $9,618,000 | +6.5% | 81,822 | +10.8% | 0.02% | +5.9% |
| Q2 2021 | $9,032,000 | +20.4% | 73,867 | +16.3% | 0.02% | +6.2% |
| Q1 2021 | $7,499,000 | +17.5% | 63,534 | +5.4% | 0.02% | +6.7% |
| Q4 2020 | $6,382,000 | +17.7% | 60,262 | +2.7% | 0.02% | 0.0% |
| Q3 2020 | $5,423,000 | -4.9% | 58,698 | -6.1% | 0.02% | -16.7% |
| Q2 2020 | $5,703,000 | +1.6% | 62,537 | -11.0% | 0.02% | -18.2% |
| Q1 2020 | $5,612,000 | -20.9% | 70,276 | +6.6% | 0.02% | -8.3% |
| Q4 2019 | $7,094,000 | +3.8% | 65,951 | -1.0% | 0.02% | -7.7% |
| Q3 2019 | $6,836,000 | +4.1% | 66,631 | +2.4% | 0.03% | 0.0% |
| Q2 2019 | $6,566,000 | +2.7% | 65,085 | +1.2% | 0.03% | -7.1% |
| Q1 2019 | $6,396,000 | +17.9% | 64,342 | +6.2% | 0.03% | +3.7% |
| Q4 2018 | $5,424,000 | -8.9% | 60,589 | -0.3% | 0.03% | -10.0% |
| Q3 2018 | $5,951,000 | +30.4% | 60,765 | +23.4% | 0.03% | +15.4% |
| Q2 2018 | $4,565,000 | +12.2% | 49,241 | +10.4% | 0.03% | +4.0% |
| Q1 2018 | $4,068,000 | +7.0% | 44,600 | +10.8% | 0.02% | +4.2% |
| Q4 2017 | $3,802,000 | +9.0% | 40,247 | +5.4% | 0.02% | -4.0% |
| Q3 2017 | $3,487,000 | +32.4% | 38,186 | +28.9% | 0.02% | +19.0% |
| Q2 2017 | $2,634,000 | +62.6% | 29,630 | +61.1% | 0.02% | +40.0% |
| Q1 2017 | $1,620,000 | +4.8% | 18,388 | +1.8% | 0.02% | -11.8% |
| Q4 2016 | $1,546,000 | +158.1% | 18,066 | +152.7% | 0.02% | +88.9% |
| Q2 2016 | $599,000 | -36.0% | 7,148 | -39.0% | 0.01% | -40.0% |
| Q1 2016 | $936,000 | +16.1% | 11,714 | +6.9% | 0.02% | -6.2% |
| Q4 2015 | $806,000 | +13.5% | 10,956 | +11.4% | 0.02% | -5.9% |
| Q3 2015 | $710,000 | +65.5% | 9,836 | +74.6% | 0.02% | +54.5% |
| Q2 2015 | $429,000 | -28.9% | 5,634 | -27.0% | 0.01% | -35.3% |
| Q1 2015 | $603,000 | +356.8% | 7,715 | +359.8% | 0.02% | +325.0% |
| Q4 2014 | $132,000 | -25.8% | 1,678 | -29.5% | 0.00% | -33.3% |
| Q3 2014 | $178,000 | +191.8% | 2,381 | +198.0% | 0.01% | +200.0% |
| Q2 2014 | $61,000 | -33.0% | 799 | -35.3% | 0.00% | -50.0% |
| Q1 2014 | $91,000 | +49.2% | 1,235 | +47.0% | 0.00% | +33.3% |
| Q4 2013 | $61,000 | -27.4% | 840 | -31.1% | 0.00% | -25.0% |
| Q3 2013 | $84,000 | -34.9% | 1,219 | -37.5% | 0.00% | -50.0% |
| Q2 2013 | $129,000 | – | 1,950 | – | 0.01% | – |
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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% |