SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,022 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,201,470 | -4.5% | 9,447 | -1.5% | 0.09% | -24.4% |
| Q1 2024 | $1,258,198 | -1.8% | 9,587 | -6.5% | 0.12% | -4.8% |
| Q4 2023 | $1,281,443 | -12.7% | 10,254 | -19.7% | 0.12% | -19.4% |
| Q3 2023 | $1,467,873 | -12.3% | 12,763 | -6.6% | 0.16% | +2.6% |
| Q2 2023 | $1,674,688 | -5.5% | 13,662 | -4.6% | 0.15% | -9.6% |
| Q1 2023 | $1,771,528 | -3.0% | 14,320 | -1.9% | 0.17% | -18.5% |
| Q4 2022 | $1,826,731 | +5.1% | 14,601 | -6.3% | 0.20% | -9.3% |
| Q3 2022 | $1,738,000 | -6.3% | 15,586 | -0.3% | 0.23% | -18.1% |
| Q2 2022 | $1,855,000 | -15.5% | 15,626 | -8.8% | 0.28% | +12.2% |
| Q1 2022 | $2,194,000 | -4.0% | 17,126 | -3.2% | 0.25% | +2.9% |
| Q4 2021 | $2,285,000 | +7.9% | 17,695 | -1.8% | 0.24% | -1.6% |
| Q3 2021 | $2,118,000 | -6.0% | 18,016 | -2.3% | 0.24% | -11.6% |
| Q2 2021 | $2,254,000 | +2.2% | 18,431 | -1.3% | 0.28% | -37.8% |
| Q1 2021 | $2,205,000 | +1.9% | 18,681 | -8.5% | 0.44% | -2.2% |
| Q4 2020 | $2,164,000 | +7.3% | 20,427 | -6.4% | 0.45% | +39.1% |
| Q3 2020 | $2,016,000 | -35.8% | 21,814 | -36.7% | 0.32% | -39.6% |
| Q2 2020 | $3,142,000 | +8.9% | 34,452 | -4.6% | 0.54% | -12.5% |
| Q1 2020 | $2,885,000 | -64.0% | 36,121 | -51.5% | 0.62% | -51.7% |
| Q4 2019 | $8,019,000 | +33.5% | 74,548 | +27.4% | 1.27% | +19.3% |
| Q3 2019 | $6,005,000 | +7.1% | 58,531 | +5.3% | 1.07% | +29.4% |
| Q2 2019 | $5,605,000 | -4.5% | 55,564 | -5.9% | 0.82% | -24.4% |
| Q1 2019 | $5,868,000 | +51.0% | 59,029 | +36.0% | 1.09% | +36.2% |
| Q4 2018 | $3,887,000 | – | 43,415 | – | 0.80% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |