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 | $181,081 | +16.6% | 1,574 | +24.3% | 0.02% | +12.5% |
| Q2 2023 | $155,245 | -0.9% | 1,266 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $156,676 | +25.0% | 1,266 | +26.5% | 0.02% | +13.3% |
| Q4 2022 | $125,295 | +11.9% | 1,001 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $112,000 | -5.9% | 1,001 | 0.0% | 0.02% | -23.8% |
| Q2 2022 | $119,000 | -7.0% | 1,001 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $128,000 | +106.5% | 1,001 | +108.1% | 0.02% | +100.0% |
| Q4 2021 | $62,000 | +8.8% | 481 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $57,000 | -3.4% | 481 | 0.0% | 0.01% | -21.4% |
| Q2 2021 | $59,000 | +3.5% | 481 | 0.0% | 0.01% | -17.6% |
| Q1 2021 | $57,000 | +11.8% | 481 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $51,000 | +15.9% | 481 | 0.0% | 0.02% | -5.6% |
| Q3 2020 | $44,000 | 0.0% | 481 | 0.0% | 0.02% | -14.3% |
| Q2 2020 | $44,000 | +15.8% | 481 | 0.0% | 0.02% | -12.5% |
| Q1 2020 | $38,000 | -26.9% | 481 | 0.0% | 0.02% | -20.0% |
| Q4 2019 | $52,000 | +52.9% | 481 | +46.2% | 0.03% | +36.4% |
| Q3 2019 | $34,000 | +70.0% | 329 | +64.5% | 0.02% | +46.7% |
| Q2 2019 | $20,000 | – | 200 | – | 0.02% | – |
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% |