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 | $53,940 | +306.7% | 469 | +342.5% | 0.01% | +300.0% |
| Q2 2023 | $13,262 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,262 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,262 | +10.5% | 106 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -7.1% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +16.7% | 106 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | -7.7% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | 0.0% | 106 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $13,000 | +18.2% | 106 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $11,000 | -35.3% | 106 | -41.4% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +70.0% | 181 | +70.8% | 0.00% | -25.0% |
| Q2 2020 | $10,000 | +25.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -94.9% | 106 | -92.7% | 0.00% | -93.7% |
| Q4 2019 | $156,000 | +4.7% | 1,454 | 0.0% | 0.06% | +23.5% |
| Q3 2019 | $149,000 | +1.4% | 1,454 | 0.0% | 0.05% | -13.6% |
| Q2 2019 | $147,000 | -25.4% | 1,454 | -26.5% | 0.06% | -28.9% |
| Q1 2019 | $197,000 | +11.3% | 1,978 | 0.0% | 0.08% | -4.6% |
| Q4 2018 | $177,000 | – | 1,978 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |