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 | 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% |