SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,158 | -100.0% | 17,446 | -80.4% | 0.03% | -75.7% |
| Q3 2022 | $9,899,000 | +122.7% | 88,785 | +137.0% | 0.11% | +118.4% |
| Q2 2022 | $4,445,000 | -14.2% | 37,456 | -7.4% | 0.05% | +32.4% |
| Q1 2022 | $5,182,000 | -48.0% | 40,453 | -47.6% | 0.04% | -35.1% |
| Q4 2021 | $9,959,000 | +73.9% | 77,134 | +58.3% | 0.06% | +62.9% |
| Q3 2021 | $5,727,000 | +59.8% | 48,725 | +66.2% | 0.04% | +6.1% |
| Q2 2021 | $3,584,000 | -50.4% | 29,316 | -52.1% | 0.03% | -54.8% |
| Q1 2021 | $7,228,000 | +20.5% | 61,239 | +8.2% | 0.07% | -39.7% |
| Q4 2020 | $5,997,000 | +67.8% | 56,619 | +46.3% | 0.12% | +16.3% |
| Q3 2020 | $3,574,000 | +53.3% | 38,689 | +51.3% | 0.10% | +48.6% |
| Q2 2020 | $2,332,000 | -42.3% | 25,573 | -49.5% | 0.07% | -73.1% |
| Q1 2020 | $4,041,000 | +35.3% | 50,609 | +29.2% | 0.26% | -81.5% |
| Q2 2015 | $2,986,000 | +617.8% | 39,183 | +635.4% | 1.41% | +163.8% |
| Q1 2015 | $416,000 | -41.6% | 5,328 | -41.1% | 0.53% | -46.8% |
| Q4 2014 | $712,000 | – | 9,048 | – | 1.00% | – |
Download | ||||||
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% |