SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,006,795 | +12.2% | 8,047 | 0.0% | 0.28% | +11.3% |
| Q3 2022 | $897,000 | -6.1% | 8,047 | 0.0% | 0.25% | +3.8% |
| Q2 2022 | $955,000 | +129.6% | 8,047 | +147.7% | 0.24% | +170.5% |
| Q1 2022 | $416,000 | -30.8% | 3,249 | -30.2% | 0.09% | -21.4% |
| Q4 2021 | $601,000 | +9.7% | 4,654 | 0.0% | 0.11% | +0.9% |
| Q3 2021 | $548,000 | -3.7% | 4,654 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $569,000 | +3.6% | 4,654 | 0.0% | 0.11% | -13.4% |
| Q1 2021 | $549,000 | +11.4% | 4,654 | 0.0% | 0.13% | +9.5% |
| Q4 2020 | $493,000 | -8.7% | 4,654 | -20.5% | 0.12% | -17.1% |
| Q3 2020 | $540,000 | -2.0% | 5,854 | -3.0% | 0.14% | -15.7% |
| Q2 2020 | $551,000 | -32.3% | 6,037 | -43.6% | 0.17% | -48.6% |
| Q1 2020 | $814,000 | -45.6% | 10,696 | -23.1% | 0.32% | -29.8% |
| Q4 2019 | $1,497,000 | +14.2% | 13,915 | +8.9% | 0.46% | +24.7% |
| Q3 2019 | $1,311,000 | +2.3% | 12,776 | +0.6% | 0.37% | -15.8% |
| Q2 2019 | $1,281,000 | +2.1% | 12,696 | +0.6% | 0.44% | -2.2% |
| Q1 2019 | $1,255,000 | +8.8% | 12,623 | -2.0% | 0.45% | +22.1% |
| Q4 2018 | $1,154,000 | -4.7% | 12,886 | +4.2% | 0.37% | -0.5% |
| Q3 2018 | $1,211,000 | +6.3% | 12,366 | +0.6% | 0.37% | -14.2% |
| Q2 2018 | $1,139,000 | +3.9% | 12,292 | +0.2% | 0.43% | +4.1% |
| Q1 2018 | $1,096,000 | -52.5% | 12,264 | -51.1% | 0.41% | +12.8% |
| Q4 2017 | $2,306,000 | +124.8% | 25,078 | +115.7% | 0.37% | -9.0% |
| Q2 2017 | $1,026,000 | 0.0% | 11,625 | 0.0% | 0.40% | -12.4% |
| Q1 2017 | $1,026,000 | +3.1% | 11,625 | 0.0% | 0.46% | -12.9% |
| Q4 2016 | $995,000 | -7.9% | 11,625 | -1.6% | 0.53% | +5.0% |
| Q3 2014 | $1,080,000 | – | 11,820 | – | 0.50% | – |
Download | ||||||
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% |