SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
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 | 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% |