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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $213,908 | -0.2% | 1,745 | +0.7% | 0.10% | -9.5% |
Q1 2023 | $214,442 | -0.5% | 1,733 | +0.6% | 0.10% | -5.4% |
Q4 2022 | $215,600 | +2.7% | 1,723 | -2.5% | 0.11% | -2.6% |
Q2 2022 | $210,000 | -48.0% | 1,767 | -43.9% | 0.11% | -44.9% |
Q1 2022 | $404,000 | 0.0% | 3,151 | +0.6% | 0.21% | +5.6% |
Q4 2021 | $404,000 | +10.7% | 3,132 | +0.8% | 0.20% | -15.9% |
Q3 2021 | $365,000 | -1.1% | 3,108 | +3.1% | 0.23% | -3.7% |
Q2 2021 | $369,000 | +4.2% | 3,016 | +0.6% | 0.24% | -3.2% |
Q1 2021 | $354,000 | +5.4% | 2,997 | -5.5% | 0.25% | -1.2% |
Q4 2020 | $336,000 | +17.1% | 3,170 | +2.0% | 0.25% | +11.5% |
Q3 2020 | $287,000 | +2.5% | 3,108 | +1.7% | 0.23% | +1.3% |
Q2 2020 | $280,000 | +33.3% | 3,055 | +15.8% | 0.22% | +13.1% |
Q1 2020 | $210,000 | -6.2% | 2,639 | +27.7% | 0.20% | +19.3% |
Q4 2019 | $224,000 | -99.9% | 2,067 | +18.9% | 0.17% | +32.8% |
Q3 2019 | $178,616,000 | – | 1,739 | – | 0.12% | – |
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% |