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 | $145 | -5.8% | 1,261 | +0.6% | 0.03% | -6.2% |
| Q2 2023 | $154 | 0.0% | 1,254 | +0.6% | 0.03% | -5.9% |
| Q1 2023 | $154 | -0.6% | 1,246 | +0.5% | 0.03% | +3.0% |
| Q4 2022 | $155 | -99.9% | 1,240 | +0.6% | 0.03% | -5.7% |
| Q3 2022 | $137,000 | -5.5% | 1,232 | +0.6% | 0.04% | 0.0% |
| Q2 2022 | $145,000 | -7.1% | 1,225 | +0.6% | 0.04% | +2.9% |
| Q1 2022 | $156,000 | 0.0% | 1,218 | +0.6% | 0.03% | +3.0% |
| Q4 2021 | $156,000 | +10.6% | 1,211 | +0.7% | 0.03% | 0.0% |
| Q3 2021 | $141,000 | +30.6% | 1,203 | +2.6% | 0.03% | +3.1% |
| Q2 2021 | $108,000 | -22.9% | 1,172 | -1.4% | 0.03% | 0.0% |
| Q1 2021 | $140,000 | +12.0% | 1,189 | +0.6% | 0.03% | +3.2% |
| Q4 2020 | $125,000 | +15.7% | 1,182 | +0.9% | 0.03% | -3.1% |
| Q3 2020 | $108,000 | +0.9% | 1,172 | 0.0% | 0.03% | -5.9% |
| Q2 2020 | $107,000 | +13.8% | 1,172 | 0.0% | 0.03% | +6.2% |
| Q1 2020 | $94,000 | -25.4% | 1,172 | 0.0% | 0.03% | -11.1% |
| Q4 2019 | $126,000 | +5.0% | 1,172 | 0.0% | 0.04% | -2.7% |
| Q3 2019 | $120,000 | +15.4% | 1,172 | +13.8% | 0.04% | +12.1% |
| Q2 2019 | $104,000 | +2.0% | 1,030 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $102,000 | +10.9% | 1,030 | 0.0% | 0.03% | +3.0% |
| Q4 2018 | $92,000 | -8.9% | 1,030 | 0.0% | 0.03% | +3.1% |
| Q3 2018 | $101,000 | +6.3% | 1,030 | 0.0% | 0.03% | +3.2% |
| Q2 2018 | $95,000 | -32.1% | 1,030 | -32.7% | 0.03% | -27.9% |
| Q1 2018 | $140,000 | -3.4% | 1,530 | 0.0% | 0.04% | -10.4% |
| Q4 2017 | $145,000 | +3.6% | 1,530 | 0.0% | 0.05% | -2.0% |
| Q3 2017 | $140,000 | +2.9% | 1,530 | 0.0% | 0.05% | -2.0% |
| Q2 2017 | $136,000 | +0.7% | 1,530 | 0.0% | 0.05% | -7.4% |
| Q1 2017 | $135,000 | -99.9% | 1,530 | 0.0% | 0.05% | -5.3% |
| Q4 2016 | $130,907,000 | +101378.3% | 1,530 | 0.0% | 0.06% | -5.0% |
| Q3 2016 | $129,000 | +0.8% | 1,530 | 0.0% | 0.06% | +3.4% |
| Q2 2016 | $128,000 | +4.9% | 1,530 | 0.0% | 0.06% | +5.5% |
| Q1 2016 | $122,000 | +8.0% | 1,530 | 0.0% | 0.06% | +7.8% |
| Q4 2015 | $113,000 | +2.7% | 1,530 | 0.0% | 0.05% | -3.8% |
| Q3 2015 | $110,000 | -6.0% | 1,530 | 0.0% | 0.05% | +6.0% |
| Q2 2015 | $117,000 | -2.5% | 1,530 | 0.0% | 0.05% | -2.0% |
| Q1 2015 | $120,000 | -0.8% | 1,530 | 0.0% | 0.05% | -1.9% |
| Q4 2014 | $121,000 | +5.2% | 1,530 | 0.0% | 0.05% | 0.0% |
| Q3 2014 | $115,000 | -1.7% | 1,530 | 0.0% | 0.05% | -3.7% |
| Q2 2014 | $117,000 | +3.5% | 1,530 | 0.0% | 0.05% | +1.9% |
| Q1 2014 | $113,000 | +1.8% | 1,530 | 0.0% | 0.05% | 0.0% |
| Q4 2013 | $111,000 | +5.7% | 1,530 | 0.0% | 0.05% | 0.0% |
| Q3 2013 | $105,000 | +4.0% | 1,530 | 0.0% | 0.05% | -3.6% |
| Q2 2013 | $101,000 | – | 1,530 | – | 0.06% | – |
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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% |