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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $263,000 | -36.0% | 2,052 | -35.5% | 0.11% | -24.5% |
| Q4 2021 | $411,000 | +10.8% | 3,181 | +0.8% | 0.14% | +13.5% |
| Q3 2021 | $371,000 | -3.1% | 3,157 | +0.7% | 0.13% | -3.1% |
| Q2 2021 | $383,000 | +4.1% | 3,135 | +0.6% | 0.13% | -3.0% |
| Q1 2021 | $368,000 | +52.7% | 3,115 | +3.2% | 0.13% | +4.7% |
| Q1 2020 | $241,000 | -25.2% | 3,018 | +0.8% | 0.13% | -10.5% |
| Q4 2019 | $322,000 | +4.9% | 2,993 | 0.0% | 0.14% | -2.1% |
| Q3 2019 | $307,000 | +1.7% | 2,993 | 0.0% | 0.15% | -3.3% |
| Q2 2019 | $302,000 | +1.3% | 2,993 | 0.0% | 0.15% | -5.0% |
| Q1 2019 | $298,000 | +11.2% | 2,993 | 0.0% | 0.16% | -0.6% |
| Q4 2018 | $268,000 | -8.5% | 2,993 | 0.0% | 0.16% | +6.7% |
| Q3 2018 | $293,000 | +5.8% | 2,993 | 0.0% | 0.15% | -2.0% |
| Q2 2018 | $277,000 | +1.5% | 2,993 | 0.0% | 0.15% | -2.5% |
| Q1 2018 | $273,000 | -71.5% | 2,993 | -70.5% | 0.16% | -74.1% |
| Q4 2017 | $959,000 | +251.3% | 10,154 | +239.3% | 0.61% | +244.9% |
| Q3 2017 | $273,000 | +2.6% | 2,993 | 0.0% | 0.18% | -2.2% |
| Q2 2017 | $266,000 | -71.2% | 2,993 | -71.5% | 0.18% | -75.4% |
| Q1 2017 | $924,000 | – | 10,486 | – | 0.73% | – |
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% |