SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,029 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $468,859 | -3.1% | 3,687 | 0.0% | 0.07% | -6.9% |
| Q1 2024 | $483,827 | +5.0% | 3,687 | 0.0% | 0.07% | -4.0% |
| Q4 2023 | $460,712 | +9.5% | 3,687 | +0.8% | 0.08% | -5.1% |
| 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 ↓ |
|---|---|---|---|
| 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% |