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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $216,292 | -1.0% | 1,748 | +0.1% | 0.01% | -14.3% |
| Q4 2022 | $218,516 | +7.1% | 1,747 | +1.6% | 0.01% | 0.0% |
| Q2 2022 | $204,000 | -7.3% | 1,719 | +0.1% | 0.01% | +7.7% |
| Q1 2022 | $220,000 | -0.9% | 1,718 | +0.1% | 0.01% | -7.1% |
| Q4 2021 | $222,000 | +9.9% | 1,716 | +0.1% | 0.01% | -6.7% |
| Q3 2021 | $202,000 | -3.3% | 1,714 | +0.1% | 0.02% | -6.2% |
| Q2 2021 | $209,000 | +3.5% | 1,713 | +0.1% | 0.02% | -5.9% |
| Q1 2021 | $202,000 | -22.3% | 1,711 | -39.9% | 0.02% | -51.4% |
| Q2 2020 | $260,000 | -10.0% | 2,847 | -21.3% | 0.04% | -23.9% |
| Q1 2020 | $289,000 | -36.5% | 3,617 | -14.5% | 0.05% | -29.2% |
| Q4 2019 | $455,000 | +10.4% | 4,231 | +5.5% | 0.06% | -4.4% |
| Q3 2019 | $412,000 | -20.2% | 4,011 | -21.6% | 0.07% | -44.3% |
| Q2 2019 | $516,000 | +4.9% | 5,117 | +3.4% | 0.12% | +11.9% |
| Q1 2019 | $492,000 | +85.7% | 4,951 | +67.3% | 0.11% | +17.2% |
| Q4 2018 | $265,000 | -9.2% | 2,960 | -0.6% | 0.09% | +2.2% |
| Q3 2018 | $292,000 | +5.8% | 2,979 | -0.1% | 0.09% | +4.6% |
| Q2 2018 | $276,000 | +0.4% | 2,983 | -1.2% | 0.09% | -5.4% |
| Q1 2018 | $275,000 | -13.5% | 3,019 | -10.1% | 0.09% | +8.2% |
| Q4 2017 | $318,000 | -9.1% | 3,360 | -12.3% | 0.08% | -36.1% |
| Q3 2017 | $350,000 | -32.6% | 3,830 | -34.4% | 0.13% | -38.4% |
| Q2 2017 | $519,000 | -22.0% | 5,839 | -22.6% | 0.22% | -15.3% |
| Q1 2017 | $665,000 | -63.9% | 7,542 | -64.9% | 0.26% | -68.2% |
| Q4 2016 | $1,840,000 | -4.1% | 21,504 | -5.5% | 0.80% | +3.1% |
| Q3 2016 | $1,919,000 | -16.8% | 22,752 | -17.2% | 0.78% | -7.3% |
| Q2 2016 | $2,306,000 | -92.4% | 27,479 | -92.8% | 0.84% | -94.9% |
| Q1 2016 | $30,383,000 | -31.6% | 380,125 | -37.1% | 16.30% | -24.8% |
| Q4 2015 | $44,431,000 | +3.8% | 603,928 | +1.8% | 21.69% | -19.0% |
| Q3 2015 | $42,818,000 | -3.7% | 593,369 | +1.7% | 26.76% | +44.3% |
| Q2 2015 | $44,454,000 | -8.3% | 583,313 | -5.9% | 18.54% | -9.7% |
| Q1 2015 | $48,487,000 | -20.4% | 620,034 | -19.8% | 20.52% | -18.2% |
| Q4 2014 | $60,950,000 | +30.9% | 773,480 | +24.5% | 25.10% | +37.7% |
| Q3 2014 | $46,557,000 | +3.1% | 621,263 | +5.4% | 18.22% | +9.6% |
| Q2 2014 | $45,138,000 | +15.9% | 589,345 | +11.2% | 16.63% | -24.6% |
| Q1 2014 | $38,957,000 | +27.0% | 530,172 | +25.0% | 22.07% | -21.8% |
| Q4 2013 | $30,675,000 | – | 424,041 | – | 28.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |