SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,270,661 | -6.7% | 11,048 | -0.6% | 0.06% | -3.2% |
| Q2 2023 | $1,362,450 | -8.6% | 11,115 | -7.7% | 0.06% | -11.4% |
| Q1 2023 | $1,490,001 | +4.0% | 12,044 | +5.2% | 0.07% | 0.0% |
| Q4 2022 | $1,432,118 | +12.1% | 11,447 | -0.1% | 0.07% | 0.0% |
| Q3 2022 | $1,278,000 | -7.1% | 11,458 | -1.2% | 0.07% | -1.4% |
| Q2 2022 | $1,376,000 | -7.3% | 11,593 | +0.1% | 0.07% | +4.4% |
| Q1 2022 | $1,484,000 | +22.5% | 11,584 | +23.5% | 0.07% | +28.3% |
| Q4 2021 | $1,211,000 | +8.6% | 9,378 | -1.2% | 0.05% | -5.4% |
| Q3 2021 | $1,115,000 | -8.1% | 9,488 | -4.4% | 0.06% | -9.7% |
| Q2 2021 | $1,213,000 | +1.1% | 9,921 | -2.4% | 0.06% | -6.1% |
| Q1 2021 | $1,200,000 | +14.4% | 10,168 | +2.7% | 0.07% | +6.5% |
| Q4 2020 | $1,049,000 | +43.7% | 9,901 | +25.3% | 0.06% | +26.5% |
| Q3 2020 | $730,000 | -19.5% | 7,899 | -20.5% | 0.05% | -25.8% |
| Q2 2020 | $907,000 | +13.8% | 9,941 | -0.4% | 0.07% | -5.7% |
| Q1 2020 | $797,000 | -26.1% | 9,984 | -0.4% | 0.07% | -4.1% |
| Q4 2019 | $1,078,000 | +4.9% | 10,021 | 0.0% | 0.07% | -3.9% |
| Q3 2019 | $1,028,000 | +0.8% | 10,021 | -0.9% | 0.08% | -10.6% |
| Q2 2019 | $1,020,000 | -1.4% | 10,115 | -2.8% | 0.08% | -7.6% |
| Q1 2019 | $1,035,000 | +14.4% | 10,410 | +3.0% | 0.09% | 0.0% |
| Q4 2018 | $905,000 | +33.1% | 10,110 | +45.7% | 0.09% | +55.9% |
| Q3 2018 | $680,000 | +10.7% | 6,940 | +4.8% | 0.06% | -1.7% |
| Q2 2018 | $614,000 | +0.5% | 6,621 | -1.2% | 0.06% | 0.0% |
| Q1 2018 | $611,000 | -14.1% | 6,701 | -10.9% | 0.06% | -10.4% |
| Q4 2017 | $711,000 | +14.9% | 7,523 | +11.0% | 0.07% | +3.1% |
| Q3 2017 | $619,000 | +2.8% | 6,777 | 0.0% | 0.06% | -4.4% |
| Q2 2017 | $602,000 | +0.8% | 6,777 | 0.0% | 0.07% | -1.4% |
| Q1 2017 | $597,000 | -0.2% | 6,777 | -3.0% | 0.07% | -6.8% |
| Q4 2016 | $598,000 | 0.0% | 6,984 | -1.4% | 0.07% | -6.3% |
| Q3 2016 | $598,000 | +0.7% | 7,084 | 0.0% | 0.08% | -3.7% |
| Q2 2016 | $594,000 | +5.3% | 7,084 | +0.4% | 0.08% | +1.2% |
| Q1 2016 | $564,000 | +10.6% | 7,059 | +1.9% | 0.08% | +8.0% |
| Q4 2015 | $510,000 | -15.1% | 6,929 | -16.7% | 0.08% | -16.7% |
| Q3 2015 | $601,000 | -2.9% | 8,323 | +2.5% | 0.09% | +2.3% |
| Q2 2015 | $619,000 | -5.2% | 8,122 | -2.7% | 0.09% | -4.3% |
| Q1 2015 | $653,000 | -2.1% | 8,347 | -1.4% | 0.09% | -8.0% |
| Q4 2014 | $667,000 | -3.1% | 8,467 | -7.7% | 0.10% | -8.3% |
| Q3 2014 | $688,000 | -4.2% | 9,177 | -2.2% | 0.11% | -5.2% |
| Q2 2014 | $718,000 | +117.6% | 9,380 | +109.2% | 0.12% | +91.7% |
| Q1 2014 | $330,000 | -4.1% | 4,484 | -5.3% | 0.06% | -9.1% |
| Q4 2013 | $344,000 | +5.5% | 4,734 | 0.0% | 0.07% | -4.3% |
| Q3 2013 | $326,000 | +3.2% | 4,734 | -0.6% | 0.07% | -2.8% |
| Q2 2013 | $316,000 | +27.4% | 4,764 | +26.6% | 0.07% | +26.8% |
| Q1 2013 | $248,000 | +18.1% | 3,764 | -10.0% | 0.06% | -36.4% |
| Q3 2010 | $210,000 | +3.4% | 4,180 | +1.6% | 0.09% | -2.2% |
| Q1 2010 | $203,000 | – | 4,115 | – | 0.09% | – |
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% |