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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $30,433 | +608560.0% | 246 | +515.0% | 0.00% | – |
| Q4 2022 | $5 | -99.9% | 40 | -25.9% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 54 | +5.9% | 0.00% | – |
| Q2 2022 | $6,000 | -87.5% | 51 | -86.4% | 0.00% | -100.0% |
| Q1 2022 | $48,000 | -2.0% | 374 | -2.3% | 0.00% | 0.0% |
| Q4 2021 | $49,000 | -70.5% | 383 | -72.9% | 0.00% | -75.0% |
| Q3 2021 | $166,000 | -18.6% | 1,414 | -15.4% | 0.01% | -14.3% |
| Q2 2021 | $204,000 | +29.9% | 1,671 | +26.0% | 0.01% | +16.7% |
| Q1 2021 | $157,000 | +29.8% | 1,326 | +16.2% | 0.01% | +33.3% |
| Q4 2020 | $121,000 | +9.0% | 1,141 | -5.3% | 0.01% | +12.5% |
| Q3 2020 | $111,000 | +52.1% | 1,205 | +51.0% | 0.01% | +60.0% |
| Q2 2020 | $73,000 | +102.8% | 798 | +76.9% | 0.01% | +150.0% |
| Q1 2020 | $36,000 | -91.1% | 451 | -88.1% | 0.00% | -87.5% |
| Q4 2019 | $406,000 | +32.2% | 3,777 | +26.1% | 0.02% | +23.1% |
| Q3 2019 | $307,000 | +11.2% | 2,996 | +9.7% | 0.01% | +8.3% |
| Q2 2019 | $276,000 | -11.0% | 2,731 | -12.4% | 0.01% | -14.3% |
| Q1 2019 | $310,000 | +42.9% | 3,118 | +28.4% | 0.01% | +27.3% |
| Q4 2018 | $217,000 | -70.4% | 2,428 | -67.6% | 0.01% | -67.6% |
| Q3 2018 | $733,000 | +29.3% | 7,485 | +22.3% | 0.03% | +21.4% |
| Q2 2018 | $567,000 | +37.6% | 6,121 | +35.3% | 0.03% | +40.0% |
| Q1 2018 | $412,000 | -56.4% | 4,523 | -54.7% | 0.02% | -60.0% |
| Q4 2017 | $944,000 | -34.4% | 9,989 | -36.6% | 0.05% | -46.2% |
| Q3 2017 | $1,438,000 | -21.6% | 15,746 | -23.7% | 0.09% | -26.8% |
| Q2 2017 | $1,834,000 | -12.0% | 20,634 | -12.7% | 0.13% | -36.8% |
| Q1 2017 | $2,084,000 | +8.5% | 23,639 | +5.3% | 0.20% | -28.5% |
| Q4 2016 | $1,920,000 | – | 22,441 | – | 0.28% | – |
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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% |