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 | $15,063,895 | +152.2% | 130,979 | +168.8% | 0.00% | +200.0% |
| Q2 2023 | $5,972,588 | -36.7% | 48,724 | -36.1% | 0.00% | -50.0% |
| Q1 2023 | $9,436,351 | -33.7% | 76,278 | -33.0% | 0.00% | -33.3% |
| Q4 2022 | $14,240,896 | +5.6% | 113,827 | -5.9% | 0.00% | 0.0% |
| Q3 2022 | $13,490,000 | +137.3% | 120,986 | +152.6% | 0.00% | +50.0% |
| Q2 2022 | $5,685,000 | -42.0% | 47,900 | -37.4% | 0.00% | +100.0% |
| Q1 2022 | $9,798,000 | +259.6% | 76,473 | +262.3% | 0.00% | – |
| Q4 2021 | $2,725,000 | -43.9% | 21,106 | -48.9% | 0.00% | – |
| Q3 2021 | $4,857,000 | -16.3% | 41,324 | -13.0% | 0.00% | -100.0% |
| Q2 2021 | $5,806,000 | -23.2% | 47,481 | -25.9% | 0.00% | -50.0% |
| Q1 2021 | $7,561,000 | -55.0% | 64,058 | -59.6% | 0.00% | -33.3% |
| Q4 2020 | $16,803,000 | +19.3% | 158,618 | +4.1% | 0.00% | -25.0% |
| Q3 2020 | $14,083,000 | -13.2% | 152,414 | -14.3% | 0.00% | -20.0% |
| Q2 2020 | $16,229,000 | +14.4% | 177,946 | +0.2% | 0.01% | -16.7% |
| Q1 2020 | $14,189,000 | +44.9% | 177,670 | +95.2% | 0.01% | +50.0% |
| Q4 2019 | $9,789,000 | -3.1% | 91,006 | -7.6% | 0.00% | -20.0% |
| Q3 2019 | $10,107,000 | -3.0% | 98,506 | -4.6% | 0.01% | +25.0% |
| Q2 2019 | $10,416,000 | -1.8% | 103,251 | -3.3% | 0.00% | -20.0% |
| Q1 2019 | $10,611,000 | +85.2% | 106,751 | +66.8% | 0.01% | +66.7% |
| Q4 2018 | $5,731,000 | +50.7% | 64,014 | +64.8% | 0.00% | +50.0% |
| Q3 2018 | $3,803,000 | +45.3% | 38,834 | +37.6% | 0.00% | – |
| Q2 2018 | $2,617,000 | -23.7% | 28,232 | -25.0% | 0.00% | -100.0% |
| Q1 2018 | $3,432,000 | +108.4% | 37,632 | +116.0% | 0.00% | – |
| Q4 2017 | $1,647,000 | +157.7% | 17,426 | +148.9% | 0.00% | – |
| Q3 2017 | $639,000 | -64.2% | 7,000 | -65.1% | 0.00% | -100.0% |
| Q2 2017 | $1,785,000 | +12.5% | 20,084 | +11.6% | 0.00% | 0.0% |
| Q1 2017 | $1,586,000 | +68.5% | 17,991 | +63.6% | 0.00% | 0.0% |
| Q4 2016 | $941,000 | -79.0% | 11,000 | -79.3% | 0.00% | -80.0% |
| Q3 2016 | $4,476,000 | +35.6% | 53,052 | +34.8% | 0.01% | +25.0% |
| Q2 2016 | $3,302,000 | +36.7% | 39,348 | +30.2% | 0.00% | +33.3% |
| Q1 2016 | $2,416,000 | +560.1% | 30,228 | +507.1% | 0.00% | – |
| Q4 2015 | $366,000 | -65.2% | 4,979 | -65.9% | 0.00% | -100.0% |
| Q3 2015 | $1,053,000 | +151.9% | 14,597 | +166.4% | 0.00% | – |
| Q2 2015 | $418,000 | -54.2% | 5,479 | -52.6% | 0.00% | -100.0% |
| Q4 2014 | $912,000 | +12.2% | 11,571 | +9.0% | 0.00% | 0.0% |
| Q2 2014 | $813,000 | – | 10,612 | – | 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% |