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 | 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% |