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 | $487,297 | +372.7% | 4,237 | +403.8% | 0.01% | +550.0% |
| Q2 2023 | $103,090 | -16.1% | 841 | -15.3% | 0.00% | -33.3% |
| Q1 2023 | $122,809 | -91.3% | 993 | -91.2% | 0.00% | -93.0% |
| Q4 2022 | $1,405,736 | -9.1% | 11,236 | -19.0% | 0.04% | +16.2% |
| Q3 2022 | $1,547,000 | +2209.0% | 13,870 | +2354.9% | 0.04% | +1750.0% |
| Q2 2022 | $67,000 | +26.4% | 565 | +36.5% | 0.00% | +100.0% |
| Q1 2022 | $53,000 | -38.4% | 414 | -37.7% | 0.00% | -66.7% |
| Q4 2021 | $86,000 | +10.3% | 665 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $78,000 | -29.1% | 665 | -25.8% | 0.00% | -33.3% |
| Q2 2021 | $110,000 | +3.8% | 896 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $106,000 | +8.2% | 896 | -3.3% | 0.00% | 0.0% |
| Q4 2020 | $98,000 | +4800.0% | 927 | +2890.3% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 31 | +63.2% | 0.00% | – |
| Q4 2019 | $2,000 | +100.0% | 19 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | – | 19 | – | 0.00% | – |
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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% |