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 | $119,349 | -5.7% | 1,038 | +0.5% | 0.03% | -2.9% |
| Q2 2023 | $126,587 | -0.5% | 1,033 | +0.4% | 0.03% | -2.9% |
| Q1 2023 | $127,249 | -0.7% | 1,029 | +0.5% | 0.04% | -5.4% |
| Q4 2022 | $128,130 | +56.3% | 1,024 | +39.7% | 0.04% | +37.0% |
| Q3 2022 | $82,000 | -5.7% | 733 | +0.4% | 0.03% | 0.0% |
| Q2 2022 | $87,000 | +4.8% | 730 | +12.5% | 0.03% | +22.7% |
| Q1 2022 | $83,000 | 0.0% | 649 | +0.3% | 0.02% | +10.0% |
| Q4 2021 | $83,000 | -10.8% | 647 | -17.8% | 0.02% | -25.9% |
| Q1 2021 | $93,000 | +190.6% | 787 | +124.9% | 0.03% | +145.5% |
| Q3 2020 | $32,000 | -23.8% | 350 | -23.9% | 0.01% | -38.9% |
| Q3 2017 | $42,000 | – | 460 | – | 0.02% | – |
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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% |