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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $28,023,172 | -0.8% | 226,523 | +0.3% | 2.11% | -3.9% |
| Q4 2022 | $28,259,102 | +9.5% | 225,874 | -2.4% | 2.20% | +9.6% |
| Q3 2022 | $25,802,000 | -7.2% | 231,404 | -1.2% | 2.00% | -3.5% |
| Q2 2022 | $27,812,000 | -59.6% | 234,322 | -56.4% | 2.08% | -59.5% |
| Q1 2022 | $68,778,000 | +1.5% | 536,870 | +2.3% | 5.12% | -11.8% |
| Q4 2021 | $67,794,000 | +485.0% | 525,047 | +261.8% | 5.81% | +171.6% |
| Q1 2020 | $11,589,000 | -92.5% | 145,114 | -90.0% | 2.14% | -88.0% |
| Q4 2019 | $155,346,000 | – | 1,444,135 | – | 17.79% | – |
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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% |