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 2022 | $476,000 | -6.1% | 4,271 | 0.0% | 0.13% | +0.8% |
| Q2 2022 | $507,000 | -0.6% | 4,271 | +7.3% | 0.13% | +16.1% |
| Q1 2022 | $510,000 | -0.8% | 3,980 | 0.0% | 0.11% | +0.9% |
| Q4 2021 | $514,000 | +9.8% | 3,980 | 0.0% | 0.11% | +2.8% |
| Q3 2021 | $468,000 | -3.9% | 3,980 | 0.0% | 0.11% | -2.7% |
| Q2 2021 | $487,000 | +3.6% | 3,980 | 0.0% | 0.11% | -1.8% |
| Q1 2021 | $470,000 | +11.4% | 3,980 | 0.0% | 0.11% | +2.7% |
| Q4 2020 | $422,000 | +14.7% | 3,980 | 0.0% | 0.11% | +2.8% |
| Q3 2020 | $368,000 | +951.4% | 3,980 | +947.4% | 0.11% | +872.7% |
| Q2 2020 | $35,000 | +59.1% | 380 | +35.7% | 0.01% | +37.5% |
| Q1 2020 | $22,000 | -26.7% | 280 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $30,000 | +3.4% | 280 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $29,000 | +3.6% | 280 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $28,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $28,000 | +12.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $25,000 | -7.4% | 280 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $27,000 | +3.8% | 280 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $26,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $26,000 | 0.0% | 280 | 0.0% | 0.01% | +12.5% |
| Q4 2017 | $26,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $26,000 | +4.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $25,000 | 0.0% | 280 | 0.0% | 0.01% | -11.1% |
| Q1 2017 | $25,000 | +4.2% | 280 | 0.0% | 0.01% | +12.5% |
| Q4 2016 | $24,000 | 0.0% | 280 | 0.0% | 0.01% | -11.1% |
| Q3 2016 | $24,000 | +4.3% | 280 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $23,000 | +4.5% | 280 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $22,000 | +4.8% | 280 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $21,000 | +5.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $20,000 | -4.8% | 280 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $21,000 | -4.5% | 280 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $22,000 | +1000.0% | 280 | +833.3% | 0.01% | +800.0% |
| Q4 2014 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 30 | – | 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% |