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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $881,000 | +62.2% | 7,903 | +72.6% | 0.08% | +73.5% |
| Q2 2022 | $543,000 | +1.7% | 4,579 | +9.8% | 0.05% | +19.5% |
| Q1 2022 | $534,000 | -0.7% | 4,169 | 0.0% | 0.04% | +5.1% |
| Q4 2021 | $538,000 | -25.4% | 4,169 | -32.0% | 0.04% | -30.4% |
| Q3 2021 | $721,000 | +41.4% | 6,132 | +47.1% | 0.06% | +43.6% |
| Q2 2021 | $510,000 | +3.7% | 4,169 | 0.0% | 0.04% | -7.1% |
| Q1 2021 | $492,000 | +11.3% | 4,169 | 0.0% | 0.04% | +7.7% |
| Q4 2020 | $442,000 | -14.5% | 4,169 | -25.5% | 0.04% | -20.4% |
| Q3 2020 | $517,000 | +1.2% | 5,599 | 0.0% | 0.05% | -7.5% |
| Q2 2020 | $511,000 | +14.3% | 5,599 | 0.0% | 0.05% | -5.4% |
| Q1 2020 | $447,000 | -57.2% | 5,599 | -42.4% | 0.06% | -45.6% |
| Q4 2019 | $1,045,000 | +4.9% | 9,715 | +0.0% | 0.10% | +4.0% |
| Q3 2019 | $996,000 | +3.4% | 9,712 | +1.7% | 0.10% | -1.0% |
| Q2 2019 | $963,000 | +1.5% | 9,546 | -0.0% | 0.10% | -2.0% |
| Q1 2019 | $949,000 | +9.0% | 9,550 | -1.9% | 0.10% | -28.2% |
| Q4 2018 | $871,000 | -8.6% | 9,731 | +0.0% | 0.14% | +49.5% |
| Q3 2018 | $953,000 | +5.7% | 9,728 | +0.0% | 0.10% | 0.0% |
| Q2 2018 | $902,000 | -16.9% | 9,726 | -18.2% | 0.10% | -21.5% |
| Q1 2018 | $1,085,000 | -3.5% | 11,895 | +0.0% | 0.12% | -8.3% |
| Q4 2017 | $1,124,000 | +4.5% | 11,893 | +0.9% | 0.13% | -1.5% |
| Q3 2017 | $1,076,000 | +5.7% | 11,785 | +2.9% | 0.13% | +1.5% |
| Q2 2017 | $1,018,000 | +4.5% | 11,453 | +3.7% | 0.13% | -0.8% |
| Q1 2017 | $974,000 | +3.1% | 11,048 | +0.0% | 0.13% | -7.0% |
| Q4 2016 | $945,000 | +4.1% | 11,047 | +2.7% | 0.14% | -0.7% |
| Q3 2016 | $908,000 | -0.4% | 10,758 | -1.1% | 0.14% | -4.0% |
| Q2 2016 | $912,000 | +41.4% | 10,873 | +24.0% | 0.15% | +41.5% |
| Q4 2015 | $645,000 | – | 8,769 | – | 0.11% | – |
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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% |