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 2022 | $371,000 | -7.2% | 3,326 | -1.2% | 0.02% | -8.0% |
Q2 2022 | $400,000 | -7.2% | 3,366 | 0.0% | 0.02% | -13.8% |
Q1 2022 | $431,000 | -0.9% | 3,366 | 0.0% | 0.03% | +3.6% |
Q4 2021 | $435,000 | +9.8% | 3,366 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $396,000 | -3.9% | 3,366 | 0.0% | 0.03% | -6.7% |
Q2 2021 | $412,000 | +3.8% | 3,366 | 0.0% | 0.03% | -6.2% |
Q1 2021 | $397,000 | +10.0% | 3,366 | -1.3% | 0.03% | +6.7% |
Q4 2020 | $361,000 | +14.6% | 3,410 | 0.0% | 0.03% | 0.0% |
Q3 2020 | $315,000 | +1.3% | 3,410 | 0.0% | 0.03% | -14.3% |
Q2 2020 | $311,000 | +14.3% | 3,410 | 0.0% | 0.04% | +2.9% |
Q1 2020 | $272,000 | -36.6% | 3,410 | -14.4% | 0.03% | -26.1% |
Q4 2019 | $429,000 | +22.6% | 3,985 | +16.9% | 0.05% | +12.2% |
Q3 2019 | $350,000 | +1.7% | 3,410 | 0.0% | 0.04% | +2.5% |
Q2 2019 | $344,000 | +1.5% | 3,410 | 0.0% | 0.04% | -2.4% |
Q1 2019 | $339,000 | +11.1% | 3,410 | 0.0% | 0.04% | +7.9% |
Q4 2018 | $305,000 | -8.7% | 3,410 | 0.0% | 0.04% | 0.0% |
Q3 2018 | $334,000 | +5.7% | 3,410 | 0.0% | 0.04% | -17.4% |
Q2 2018 | $316,000 | +1.6% | 3,410 | 0.0% | 0.05% | -2.1% |
Q1 2018 | $311,000 | -3.4% | 3,410 | 0.0% | 0.05% | -2.1% |
Q4 2017 | $322,000 | +3.5% | 3,410 | 0.0% | 0.05% | -2.0% |
Q3 2017 | $311,000 | +2.6% | 3,410 | 0.0% | 0.05% | 0.0% |
Q2 2017 | $303,000 | -1.3% | 3,410 | -2.2% | 0.05% | -5.8% |
Q1 2017 | $307,000 | +3.0% | 3,487 | 0.0% | 0.05% | +2.0% |
Q4 2016 | $298,000 | +1.4% | 3,487 | 0.0% | 0.05% | -5.6% |
Q3 2016 | $294,000 | +0.3% | 3,487 | 0.0% | 0.05% | +3.8% |
Q2 2016 | $293,000 | +5.0% | 3,487 | 0.0% | 0.05% | +4.0% |
Q1 2016 | $279,000 | -27.3% | 3,487 | -33.3% | 0.05% | -21.9% |
Q4 2015 | $384,000 | +1.9% | 5,225 | 0.0% | 0.06% | -4.5% |
Q3 2015 | $377,000 | -5.3% | 5,225 | 0.0% | 0.07% | +3.1% |
Q2 2015 | $398,000 | -2.7% | 5,225 | 0.0% | 0.06% | +12.1% |
Q1 2015 | $409,000 | -0.7% | 5,225 | 0.0% | 0.06% | -1.7% |
Q4 2014 | $412,000 | +53.2% | 5,225 | +45.7% | 0.06% | +43.9% |
Q3 2014 | $269,000 | -2.5% | 3,587 | -0.6% | 0.04% | +28.1% |
Q2 2014 | $276,000 | – | 3,610 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |