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 | $420,685 | -5.6% | 3,658 | +0.7% | 0.08% | -11.2% |
| Q2 2023 | $445,417 | -0.3% | 3,634 | +0.7% | 0.09% | -11.9% |
| Q1 2023 | $446,536 | -0.5% | 3,610 | +0.6% | 0.10% | -8.2% |
| Q4 2022 | $448,943 | +13.1% | 3,588 | +0.7% | 0.11% | +0.9% |
| Q3 2022 | $397,000 | -5.5% | 3,563 | +0.6% | 0.11% | -4.4% |
| Q2 2022 | $420,000 | -7.5% | 3,540 | 0.0% | 0.11% | -1.7% |
| Q1 2022 | $454,000 | -0.7% | 3,540 | 0.0% | 0.12% | -4.9% |
| Q4 2021 | $457,000 | +9.9% | 3,540 | 0.0% | 0.12% | -25.6% |
| Q3 2021 | $416,000 | -3.9% | 3,540 | 0.0% | 0.16% | -7.9% |
| Q2 2021 | $433,000 | +3.6% | 3,540 | 0.0% | 0.18% | -4.3% |
| Q1 2021 | $418,000 | +11.5% | 3,540 | 0.0% | 0.19% | -1.1% |
| Q4 2020 | $375,000 | +14.7% | 3,540 | 0.0% | 0.19% | +0.5% |
| Q3 2020 | $327,000 | +1.2% | 3,540 | 0.0% | 0.19% | -6.0% |
| Q2 2020 | $323,000 | -13.2% | 3,540 | -24.2% | 0.20% | -28.7% |
| Q1 2020 | $372,000 | -25.9% | 4,670 | 0.0% | 0.28% | -8.2% |
| Q4 2019 | $502,000 | +4.8% | 4,670 | 0.0% | 0.30% | +3.1% |
| Q3 2019 | $479,000 | +1.7% | 4,670 | 0.0% | 0.30% | +0.3% |
| Q2 2019 | $471,000 | +1.5% | 4,670 | 0.0% | 0.29% | -1.3% |
| Q1 2019 | $464,000 | +364.0% | 4,670 | +313.3% | 0.30% | +313.9% |
| Q2 2017 | $100,000 | +1.0% | 1,130 | 0.0% | 0.07% | -12.2% |
| Q1 2017 | $99,000 | – | 1,130 | – | 0.08% | – |
Download | ||||||
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% |