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 | $14 | -6.7% | 129 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $15 | -67.4% | 129 | -66.0% | 0.00% | -66.7% |
| Q1 2023 | $46 | -2.1% | 379 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $47 | -99.7% | 379 | +193.8% | 0.01% | +250.0% |
| Q3 2022 | $14,000 | -36.4% | 129 | -31.4% | 0.00% | -33.3% |
| Q2 2022 | $22,000 | +29.4% | 188 | +44.6% | 0.00% | +50.0% |
| Q1 2022 | $17,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 130 | -8.5% | 0.00% | -33.3% |
| Q3 2021 | $17,000 | -5.6% | 142 | -5.3% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | -92.1% | 150 | -93.3% | 0.00% | -86.4% |
| Q1 2020 | $178,000 | – | 2,240 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |