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 | $1,151,098 | -8.4% | 10,009 | -2.4% | 0.08% | -7.1% |
| Q2 2023 | $1,257,036 | -3.7% | 10,255 | -2.8% | 0.08% | -18.4% |
| Q1 2023 | $1,305,279 | +10.2% | 10,551 | +11.5% | 0.10% | -1.9% |
| Q4 2022 | $1,184,374 | +32.2% | 9,467 | +17.7% | 0.10% | +25.0% |
| Q3 2022 | $896,000 | +144.1% | 8,044 | +159.6% | 0.08% | +140.0% |
| Q2 2022 | $367,000 | +39.0% | 3,099 | +50.1% | 0.04% | +59.1% |
| Q1 2022 | $264,000 | +29.4% | 2,064 | +30.4% | 0.02% | +37.5% |
| Q4 2021 | $204,000 | +27.5% | 1,583 | +15.9% | 0.02% | -23.8% |
| Q3 2021 | $160,000 | -24.9% | 1,366 | -39.5% | 0.02% | -71.6% |
| Q4 2017 | $213,000 | -9.7% | 2,257 | -16.3% | 0.07% | -26.7% |
| Q1 2017 | $236,000 | -7.8% | 2,695 | -10.0% | 0.10% | -25.2% |
| Q4 2016 | $256,000 | – | 2,995 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |