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 | $495,331 | -8.1% | 4,307 | -2.0% | 0.05% | -22.1% |
| Q2 2023 | $538,865 | -0.7% | 4,396 | +0.3% | 0.07% | +15.3% |
| Q1 2023 | $542,489 | -0.9% | 4,385 | +0.2% | 0.06% | -4.8% |
| Q4 2022 | $547,685 | +12.5% | 4,378 | +0.3% | 0.06% | +14.8% |
| Q3 2022 | $487,000 | -5.8% | 4,366 | +0.2% | 0.05% | 0.0% |
| Q2 2022 | $517,000 | +3.8% | 4,356 | +12.1% | 0.05% | +14.9% |
| Q1 2022 | $498,000 | -0.4% | 3,886 | +0.3% | 0.05% | +2.2% |
| Q4 2021 | $500,000 | -13.0% | 3,874 | -20.8% | 0.05% | -14.8% |
| Q3 2021 | $575,000 | -4.3% | 4,894 | -0.4% | 0.05% | -3.6% |
| Q2 2021 | $601,000 | -20.4% | 4,912 | -23.2% | 0.06% | -29.1% |
| Q1 2021 | $755,000 | +3.1% | 6,400 | -7.4% | 0.08% | -4.8% |
| Q4 2020 | $732,000 | +1.2% | 6,911 | -11.7% | 0.08% | -16.2% |
| Q3 2020 | $723,000 | +8.7% | 7,827 | +7.3% | 0.10% | +1.0% |
| Q2 2020 | $665,000 | +8.1% | 7,292 | -5.3% | 0.10% | -9.3% |
| Q1 2020 | $615,000 | -34.7% | 7,699 | -12.1% | 0.11% | -32.1% |
| Q4 2019 | $942,000 | +7.4% | 8,759 | +2.5% | 0.16% | 0.0% |
| Q3 2019 | $877,000 | +8.4% | 8,547 | +6.5% | 0.16% | +5.3% |
| Q2 2019 | $809,000 | +0.2% | 8,023 | -1.2% | 0.15% | -4.4% |
| Q1 2019 | $807,000 | +9.9% | 8,118 | -1.0% | 0.16% | -6.0% |
| Q4 2018 | $734,000 | -21.1% | 8,201 | -13.6% | 0.17% | -20.8% |
| Q3 2018 | $930,000 | +32.1% | 9,495 | +25.0% | 0.21% | +12.2% |
| Q2 2018 | $704,000 | +12.3% | 7,593 | +10.5% | 0.19% | +4.4% |
| Q1 2018 | $627,000 | -17.1% | 6,874 | -14.1% | 0.18% | -9.0% |
| Q4 2017 | $756,000 | -32.7% | 8,003 | -34.9% | 0.20% | -36.4% |
| Q3 2017 | $1,123,000 | +3.1% | 12,292 | +0.3% | 0.31% | -3.7% |
| Q2 2017 | $1,089,000 | +8.5% | 12,256 | +7.6% | 0.32% | +4.8% |
| Q1 2017 | $1,004,000 | +53.3% | 11,391 | +48.7% | 0.31% | +59.8% |
| Q4 2016 | $655,000 | -4.5% | 7,658 | -5.8% | 0.19% | -13.8% |
| Q3 2016 | $686,000 | +0.7% | 8,127 | +0.1% | 0.22% | -10.4% |
| Q2 2016 | $681,000 | -11.3% | 8,115 | -15.6% | 0.25% | -36.5% |
| Q1 2016 | $768,000 | -0.5% | 9,610 | -8.5% | 0.40% | +2.3% |
| Q4 2015 | $772,000 | +5.3% | 10,499 | +3.3% | 0.39% | -8.5% |
| Q3 2015 | $733,000 | -5.2% | 10,161 | +0.2% | 0.42% | +9.0% |
| Q2 2015 | $773,000 | -2.3% | 10,138 | +0.2% | 0.39% | -4.2% |
| Q1 2015 | $791,000 | -0.6% | 10,117 | +0.2% | 0.40% | -3.8% |
| Q4 2014 | $796,000 | +20.8% | 10,101 | +14.8% | 0.42% | +11.1% |
| Q3 2014 | $659,000 | +113.3% | 8,796 | +118.0% | 0.38% | +112.4% |
| Q2 2014 | $309,000 | +4.0% | 4,034 | 0.0% | 0.18% | -11.4% |
| Q1 2014 | $297,000 | +20.2% | 4,034 | +18.6% | 0.20% | +36.7% |
| Q4 2013 | $247,000 | – | 3,400 | – | 0.15% | – |
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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% |