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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $825,000 | -68.4% | 6,384 | -71.3% | 0.63% | -4.0% |
| Q3 2021 | $2,614,000 | +9.2% | 22,242 | +9.7% | 0.66% | -1.2% |
| Q1 2021 | $2,393,000 | +9.7% | 20,274 | -1.6% | 0.66% | +4.9% |
| Q4 2020 | $2,182,000 | -38.8% | 20,600 | -46.6% | 0.63% | -45.8% |
| Q3 2020 | $3,564,000 | -1.2% | 38,567 | -3.2% | 1.17% | -2.0% |
| Q2 2020 | $3,606,000 | +18.8% | 39,837 | -0.0% | 1.19% | -0.7% |
| Q1 2020 | $3,035,000 | +56.4% | 39,856 | +120.4% | 1.20% | +98.5% |
| Q4 2019 | $1,940,000 | -10.8% | 18,083 | -11.7% | 0.61% | +10.4% |
| Q3 2019 | $2,174,000 | -65.8% | 20,486 | -67.5% | 0.55% | -63.4% |
| Q2 2019 | $6,364,000 | +177.2% | 63,081 | +173.2% | 1.50% | +198.0% |
| Q1 2019 | $2,296,000 | +10.1% | 23,092 | -0.9% | 0.50% | -6.3% |
| Q4 2018 | $2,086,000 | -9.9% | 23,306 | -1.5% | 0.54% | +1.1% |
| Q3 2018 | $2,316,000 | +3.0% | 23,653 | -2.5% | 0.53% | -2.7% |
| Q2 2018 | $2,248,000 | -4.7% | 24,252 | -6.2% | 0.55% | -3.2% |
| Q1 2018 | $2,359,000 | -5.4% | 25,861 | -2.0% | 0.56% | -10.9% |
| Q4 2017 | $2,494,000 | +0.6% | 26,401 | -2.7% | 0.63% | -1.1% |
| Q3 2017 | $2,479,000 | -0.3% | 27,139 | -3.0% | 0.64% | -3.5% |
| Q2 2017 | $2,487,000 | +0.6% | 27,979 | -0.2% | 0.66% | -6.9% |
| Q1 2017 | $2,471,000 | +6.4% | 28,030 | +3.2% | 0.71% | +1.9% |
| Q4 2016 | $2,323,000 | -7.0% | 27,151 | -8.3% | 0.70% | -6.2% |
| Q3 2016 | $2,498,000 | -5.7% | 29,614 | -6.2% | 0.75% | -10.0% |
| Q2 2016 | $2,649,000 | +6.6% | 31,565 | +1.5% | 0.83% | -4.1% |
| Q1 2016 | $2,486,000 | -6.0% | 31,100 | -13.5% | 0.86% | -13.3% |
| Q4 2015 | $2,646,000 | -2.0% | 35,962 | -3.9% | 1.00% | -6.3% |
| Q3 2015 | $2,701,000 | -1.7% | 37,437 | +3.8% | 1.06% | +0.9% |
| Q2 2015 | $2,749,000 | +5.2% | 36,066 | +7.9% | 1.05% | +3.4% |
| Q1 2015 | $2,613,000 | – | 33,420 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |