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 | $369,633 | -11.0% | 3,331 | +1.0% | 0.02% | -9.1% |
| Q2 2023 | $415,477 | +9.0% | 3,297 | +7.8% | 0.02% | 0.0% |
| Q1 2023 | $381,330 | -4.4% | 3,058 | +0.0% | 0.02% | -8.3% |
| Q4 2022 | $399,014 | +6.1% | 3,057 | -0.1% | 0.02% | -11.1% |
| Q3 2022 | $376,000 | 0.0% | 3,061 | +3.0% | 0.03% | 0.0% |
| Q2 2022 | $376,000 | +4.4% | 2,972 | +1.2% | 0.03% | 0.0% |
| Q1 2022 | $360,000 | -6.7% | 2,938 | -5.7% | 0.03% | 0.0% |
| Q4 2021 | $386,000 | -1.8% | 3,114 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $393,000 | -47.6% | 3,114 | -48.9% | 0.03% | 0.0% |
| Q2 2021 | $750,000 | +137.3% | 6,092 | +135.9% | 0.03% | +7.7% |
| Q1 2021 | $316,000 | +12.9% | 2,582 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $280,000 | +471.4% | 2,582 | +383.5% | 0.03% | +285.7% |
| Q3 2018 | $49,000 | +188.2% | 534 | +182.5% | 0.01% | +133.3% |
| Q2 2018 | $17,000 | -63.8% | 189 | -63.7% | 0.00% | -62.5% |
| Q3 2017 | $47,000 | +193.8% | 520 | +190.5% | 0.01% | +60.0% |
| Q1 2017 | $16,000 | +6.7% | 179 | +0.6% | 0.01% | 0.0% |
| Q4 2016 | $15,000 | – | 178 | – | 0.01% | – |
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% |