SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,029 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,070,028 | -10.1% | 16,276 | -7.2% | 0.03% | -15.6% |
| Q1 2024 | $2,302,545 | +9.0% | 17,545 | +3.8% | 0.03% | -3.0% |
| Q4 2023 | $2,112,331 | +27.1% | 16,903 | +17.0% | 0.03% | +10.0% |
| Q3 2023 | $1,661,409 | +19.0% | 14,445 | +26.8% | 0.03% | +20.0% |
| Q2 2023 | $1,396,714 | -1.1% | 11,394 | -0.2% | 0.02% | -7.4% |
| Q1 2023 | $1,412,335 | -13.4% | 11,416 | -12.4% | 0.03% | -18.2% |
| Q4 2022 | $1,630,734 | +17.4% | 13,034 | +4.6% | 0.03% | +6.5% |
| Q3 2022 | $1,389,000 | +32.2% | 12,461 | +40.7% | 0.03% | +40.9% |
| Q2 2022 | $1,051,000 | +93.9% | 8,857 | +75.8% | 0.02% | +46.7% |
| Q4 2019 | $542,000 | +2.1% | 5,038 | -2.7% | 0.02% | -21.1% |
| Q3 2019 | $531,000 | +6.2% | 5,178 | +1.5% | 0.02% | 0.0% |
| Q2 2019 | $500,000 | -10.7% | 5,102 | -9.4% | 0.02% | -20.8% |
| Q1 2019 | $560,000 | +40.0% | 5,629 | +25.8% | 0.02% | +33.3% |
| Q4 2018 | $400,000 | -42.2% | 4,473 | -36.7% | 0.02% | -33.3% |
| Q3 2018 | $692,000 | +4.5% | 7,068 | -1.0% | 0.03% | -6.9% |
| Q2 2018 | $662,000 | -63.6% | 7,138 | -64.3% | 0.03% | -67.0% |
| Q1 2018 | $1,821,000 | -9.2% | 19,967 | -5.9% | 0.09% | -12.0% |
| Q4 2017 | $2,005,000 | +11.3% | 21,218 | +7.5% | 0.10% | +2.0% |
| Q3 2017 | $1,802,000 | -66.6% | 19,730 | -67.5% | 0.10% | -70.3% |
| Q2 2017 | $5,399,000 | -32.8% | 60,742 | -33.3% | 0.33% | -36.9% |
| Q1 2017 | $8,029,000 | +65.4% | 91,094 | +60.6% | 0.52% | +41.4% |
| Q4 2016 | $4,854,000 | +1026.2% | 56,729 | +1009.5% | 0.37% | +825.0% |
| Q3 2016 | $431,000 | +49.7% | 5,113 | +49.4% | 0.04% | +29.0% |
| Q2 2016 | $288,000 | – | 3,422 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |