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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $92,303 | -0.9% | 753 | 0.0% | 0.06% | +5.7% |
| Q1 2023 | $93,154 | -3.0% | 753 | 0.0% | 0.05% | -1.9% |
| Q1 2022 | $96,000 | +52.4% | 753 | +19.5% | 0.05% | -1.8% |
| Q1 2019 | $63,000 | +293.8% | 630 | +260.0% | 0.06% | +243.8% |
| Q4 2018 | $16,000 | -5.9% | 175 | 0.0% | 0.02% | +6.7% |
| Q3 2018 | $17,000 | +6.2% | 175 | 0.0% | 0.02% | +7.1% |
| Q2 2018 | $16,000 | 0.0% | 175 | 0.0% | 0.01% | -6.7% |
| Q1 2018 | $16,000 | -5.9% | 175 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $17,000 | +6.2% | 175 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $16,000 | 0.0% | 175 | 0.0% | 0.02% | -6.2% |
| Q2 2017 | $16,000 | +6.7% | 175 | 0.0% | 0.02% | +6.7% |
| Q1 2017 | $15,000 | 0.0% | 175 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $15,000 | – | 175 | – | 0.02% | – |
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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% |