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 | $191,262 | -6.2% | 1,663 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $203,851 | -0.9% | 1,663 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $205,730 | -1.1% | 1,663 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $208,058 | +12.5% | 1,663 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $185,000 | -6.1% | 1,663 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $197,000 | -7.5% | 1,663 | 0.0% | 0.02% | +5.9% |
| Q1 2022 | $213,000 | -0.9% | 1,663 | 0.0% | 0.02% | +13.3% |
| Q4 2021 | $215,000 | +551.5% | 1,663 | +485.6% | 0.02% | +400.0% |
| Q3 2021 | $33,000 | -5.7% | 284 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | +2.9% | 284 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +13.3% | 284 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $30,000 | +15.4% | 284 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | -29.7% | 284 | -30.6% | 0.00% | -40.0% |
| Q2 2020 | $37,000 | +12.1% | 409 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $33,000 | -25.0% | 409 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $44,000 | -20.0% | 409 | -23.4% | 0.01% | -16.7% |
| Q3 2019 | $55,000 | +120.0% | 534 | +113.6% | 0.01% | +100.0% |
| Q1 2019 | $25,000 | +13.6% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $22,000 | -8.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | +4.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $23,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $23,000 | -4.2% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $24,000 | +4.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $23,000 | +4.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $22,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $22,000 | +4.8% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $21,000 | 0.0% | 250 | 0.0% | 0.00% | -25.0% |
| Q3 2016 | $21,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $21,000 | +5.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $20,000 | +11.1% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $18,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $18,000 | -5.3% | 250 | 0.0% | 0.00% | +33.3% |
| Q2 2015 | $19,000 | -5.0% | 250 | 0.0% | 0.00% | -25.0% |
| Q1 2015 | $20,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $20,000 | +5.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $19,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $19,000 | +111.1% | 250 | +100.0% | 0.00% | +100.0% |
| Q1 2014 | $9,000 | – | 125 | – | 0.00% | – |
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% |