SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $935,837 | -6.2% | 8,137 | 0.0% | 0.09% | -2.2% |
Q2 2023 | $997,434 | -1.6% | 8,137 | -0.7% | 0.09% | -6.2% |
Q1 2023 | $1,013,433 | +14.6% | 8,192 | +15.9% | 0.10% | +10.3% |
Q4 2022 | $884,403 | -2.1% | 7,069 | -12.7% | 0.09% | -12.1% |
Q3 2022 | $903,000 | -6.6% | 8,095 | -0.6% | 0.10% | -2.9% |
Q2 2022 | $967,000 | -8.2% | 8,147 | -0.9% | 0.10% | +3.0% |
Q1 2022 | $1,053,000 | -0.8% | 8,217 | 0.0% | 0.10% | -1.0% |
Q4 2021 | $1,061,000 | +0.5% | 8,217 | -8.6% | 0.10% | -7.4% |
Q3 2021 | $1,056,000 | +2540.0% | 8,987 | +2665.2% | 0.11% | +1700.0% |
Q2 2021 | $40,000 | +14.3% | 325 | +8.3% | 0.01% | -14.3% |
Q1 2021 | $35,000 | +9.4% | 300 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $32,000 | +14.3% | 300 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $28,000 | +3.7% | 300 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $27,000 | +12.5% | 300 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $24,000 | – | 300 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |