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 | $1,557,695 | -12.8% | 13,544 | -7.0% | 0.86% | +0.5% |
| Q2 2023 | $1,785,990 | -3.2% | 14,570 | -2.3% | 0.85% | -7.0% |
| Q1 2023 | $1,844,516 | -3.3% | 14,910 | -2.2% | 0.92% | -3.2% |
| Q4 2022 | $1,907,677 | +13.8% | 15,248 | +1.4% | 0.94% | +3.8% |
| Q3 2022 | $1,677,000 | -6.1% | 15,043 | 0.0% | 0.91% | +0.7% |
| Q2 2022 | $1,786,000 | -9.5% | 15,043 | -2.4% | 0.90% | +6.9% |
| Q1 2022 | $1,974,000 | -2.5% | 15,412 | -1.7% | 0.85% | +2.4% |
| Q4 2021 | $2,025,000 | +8.3% | 15,686 | -1.3% | 0.83% | -2.5% |
| Q3 2021 | $1,869,000 | -4.5% | 15,896 | -0.7% | 0.85% | -2.3% |
| Q2 2021 | $1,957,000 | +0.6% | 16,006 | -2.9% | 0.87% | -3.1% |
| Q1 2021 | $1,945,000 | +8.3% | 16,481 | -2.8% | 0.90% | +1.4% |
| Q4 2020 | $1,796,000 | +14.6% | 16,956 | 0.0% | 0.88% | +5.5% |
| Q3 2020 | $1,567,000 | +0.6% | 16,956 | -0.7% | 0.84% | -5.5% |
| Q2 2020 | $1,558,000 | +14.2% | 17,081 | 0.0% | 0.89% | +18.4% |
| Q1 2020 | $1,364,000 | -21.8% | 17,081 | +5.3% | 0.75% | +8.6% |
| Q4 2019 | $1,744,000 | +15.2% | 16,214 | +9.9% | 0.69% | +3.3% |
| Q3 2019 | $1,514,000 | +2.7% | 14,759 | +1.0% | 0.67% | +4.1% |
| Q2 2019 | $1,474,000 | +6.3% | 14,614 | +4.8% | 0.64% | +6.1% |
| Q1 2019 | $1,386,000 | +315.0% | 13,944 | +273.6% | 0.60% | +259.5% |
| Q4 2018 | $334,000 | -9.7% | 3,732 | -1.3% | 0.17% | +14.3% |
| Q3 2018 | $370,000 | +17.1% | 3,782 | +10.9% | 0.15% | +18.5% |
| Q2 2018 | $316,000 | +2.6% | 3,411 | +1.1% | 0.12% | +1.6% |
| Q1 2018 | $308,000 | +4.1% | 3,375 | +7.8% | 0.12% | +8.9% |
| Q4 2017 | $296,000 | – | 3,132 | – | 0.11% | – |
Download | ||||||
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% |