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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,052,802 | -6.2% | 9,154 | 0.0% | 0.04% | -7.1% |
| Q2 2023 | $1,122,097 | +5.9% | 9,154 | +6.9% | 0.04% | -2.3% |
| Q1 2023 | $1,059,700 | -1.1% | 8,566 | 0.0% | 0.04% | -10.4% |
| Q4 2022 | $1,071,692 | +12.2% | 8,566 | 0.0% | 0.05% | -7.7% |
| Q3 2022 | $955,000 | -6.1% | 8,566 | 0.0% | 0.05% | -17.5% |
| Q2 2022 | $1,017,000 | -7.3% | 8,566 | 0.0% | 0.06% | -29.2% |
| Q1 2022 | $1,097,000 | -0.8% | 8,566 | 0.0% | 0.09% | +25.4% |
| Q4 2021 | $1,106,000 | +9.8% | 8,566 | 0.0% | 0.07% | -6.6% |
| Q3 2021 | $1,007,000 | -3.8% | 8,566 | 0.0% | 0.08% | -17.4% |
| Q2 2021 | $1,047,000 | +3.6% | 8,566 | 0.0% | 0.09% | -15.6% |
| Q1 2021 | $1,011,000 | +16.5% | 8,566 | 0.0% | 0.11% | -35.1% |
| Q3 2020 | $868,000 | +7.3% | 8,566 | -3.4% | 0.17% | +11.3% |
| Q2 2020 | $809,000 | +8.2% | 8,866 | -5.4% | 0.15% | -24.9% |
| Q1 2020 | $748,000 | -33.3% | 9,371 | -10.1% | 0.20% | -69.1% |
| Q4 2019 | $1,121,000 | +1145.6% | 10,421 | +976.5% | 0.65% | +1996.8% |
| Q2 2018 | $90,000 | -4.3% | 968 | 0.0% | 0.03% | +158.3% |
| Q4 2017 | $94,000 | – | 968 | – | 0.01% | – |
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% |