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 | $1,678,686 | -4.6% | 14,596 | +1.7% | 0.40% | -0.5% |
| Q2 2023 | $1,759,146 | +2.8% | 14,351 | +3.8% | 0.41% | -2.6% |
| Q1 2023 | $1,711,034 | -1.1% | 13,831 | 0.0% | 0.42% | -7.3% |
| Q4 2022 | $1,730,396 | +12.4% | 13,831 | +0.2% | 0.45% | +3.0% |
| Q3 2022 | $1,539,000 | -4.1% | 13,806 | +2.1% | 0.44% | -0.2% |
| Q2 2022 | $1,605,000 | -7.4% | 13,526 | 0.0% | 0.44% | +8.9% |
| Q1 2022 | $1,733,000 | -0.7% | 13,526 | +0.0% | 0.40% | 0.0% |
| Q4 2021 | $1,746,000 | +14.0% | 13,521 | +3.8% | 0.40% | +6.6% |
| Q3 2021 | $1,532,000 | -3.5% | 13,031 | +0.4% | 0.38% | -4.1% |
| Q2 2021 | $1,587,000 | +13.7% | 12,981 | +9.7% | 0.39% | +16.9% |
| Q1 2021 | $1,396,000 | +13.6% | 11,831 | +1.9% | 0.34% | +5.0% |
| Q4 2020 | $1,229,000 | +15.1% | 11,606 | +0.4% | 0.32% | +0.6% |
| Q3 2020 | $1,068,000 | +3.6% | 11,556 | +2.2% | 0.32% | -3.0% |
| Q2 2020 | $1,031,000 | +14.9% | 11,306 | +0.6% | 0.33% | -4.9% |
| Q1 2020 | $897,000 | +8.9% | 11,236 | +46.8% | 0.35% | +39.0% |
| Q4 2019 | $824,000 | +10.2% | 7,656 | +5.1% | 0.25% | +2.0% |
| Q3 2019 | $748,000 | +4.6% | 7,286 | +2.8% | 0.24% | +4.3% |
| Q2 2019 | $715,000 | +10.2% | 7,086 | +8.5% | 0.23% | +5.9% |
| Q1 2019 | $649,000 | +20.6% | 6,530 | +8.7% | 0.22% | +9.4% |
| Q4 2018 | $538,000 | +3.7% | 6,005 | +13.4% | 0.20% | +15.4% |
| Q3 2018 | $519,000 | +5.7% | 5,297 | 0.0% | 0.18% | -1.7% |
| Q2 2018 | $491,000 | +8.1% | 5,297 | +6.4% | 0.18% | +6.6% |
| Q1 2018 | $454,000 | -3.4% | 4,977 | 0.0% | 0.17% | -2.9% |
| Q4 2017 | $470,000 | +5.6% | 4,977 | +2.1% | 0.17% | +8.2% |
| Q3 2017 | $445,000 | +2.5% | 4,877 | 0.0% | 0.16% | -1.2% |
| Q2 2017 | $434,000 | +0.9% | 4,877 | 0.0% | 0.16% | -1.2% |
| Q1 2017 | $430,000 | +35.6% | 4,877 | +31.7% | 0.16% | +28.3% |
| Q4 2016 | $317,000 | +12.0% | 3,702 | +10.4% | 0.13% | +6.7% |
| Q3 2016 | $283,000 | +28.1% | 3,352 | +27.5% | 0.12% | +21.4% |
| Q2 2016 | $221,000 | – | 2,630 | – | 0.10% | – |
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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% |