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 2023 | $364,467 | -6.2% | 3,169 | 0.0% | 0.40% | -5.0% |
| Q2 2023 | $388,456 | -0.9% | 3,169 | 0.0% | 0.42% | -5.2% |
| Q1 2023 | $392,000 | -1.0% | 3,169 | 0.0% | 0.44% | +66.3% |
| Q4 2022 | $396,000 | +12.2% | 3,169 | 0.0% | 0.27% | +0.8% |
| Q3 2022 | $353,000 | -6.1% | 3,169 | 0.0% | 0.26% | -4.0% |
| Q2 2022 | $376,000 | -7.4% | 3,169 | 0.0% | 0.28% | +16.0% |
| Q1 2022 | $406,000 | -0.7% | 3,169 | 0.0% | 0.24% | +6.7% |
| Q4 2021 | $409,000 | +9.7% | 3,169 | 0.0% | 0.22% | +4.2% |
| Q3 2021 | $373,000 | -3.9% | 3,169 | 0.0% | 0.21% | -3.6% |
| Q2 2021 | $388,000 | +3.7% | 3,169 | 0.0% | 0.22% | -3.9% |
| Q1 2021 | $374,000 | -23.5% | 3,169 | -31.4% | 0.23% | -28.3% |
| Q4 2020 | $489,000 | +14.5% | 4,619 | 0.0% | 0.32% | +4.5% |
| Q3 2020 | $427,000 | +1.4% | 4,619 | 0.0% | 0.31% | -3.4% |
| Q2 2020 | $421,000 | +14.1% | 4,619 | 0.0% | 0.32% | +6.0% |
| Q1 2020 | $369,000 | -25.9% | 4,619 | -0.3% | 0.30% | +5.2% |
| Q4 2019 | $498,000 | +4.8% | 4,632 | 0.0% | 0.29% | -17.8% |
| Q3 2019 | $475,000 | +1.7% | 4,632 | 0.0% | 0.35% | +3.3% |
| Q2 2019 | $467,000 | +1.5% | 4,632 | 0.0% | 0.34% | +1.8% |
| Q1 2019 | $460,000 | +10.8% | 4,632 | 0.0% | 0.33% | -0.9% |
| Q4 2018 | $415,000 | -8.6% | 4,632 | 0.0% | 0.33% | +7.4% |
| Q3 2018 | $454,000 | +5.8% | 4,632 | 0.0% | 0.31% | +4.0% |
| Q2 2018 | $429,000 | +39.3% | 4,632 | +32.5% | 0.30% | +61.6% |
| Q1 2018 | $308,000 | -42.8% | 3,496 | -38.6% | 0.18% | -37.3% |
| Q4 2017 | $538,000 | +68.7% | 5,692 | +62.8% | 0.30% | +58.6% |
| Q3 2017 | $319,000 | +2.6% | 3,496 | 0.0% | 0.19% | -2.1% |
| Q2 2017 | $311,000 | -30.4% | 3,496 | -31.0% | 0.19% | -24.9% |
| Q1 2017 | $447,000 | – | 5,066 | – | 0.25% | – |
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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% |