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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,012 | -6.0% | 1,974 | +0.2% | 0.11% | -3.5% |
| Q2 2023 | $241,469 | -0.7% | 1,970 | +0.2% | 0.11% | -1.7% |
| Q1 2023 | $243,203 | -0.7% | 1,966 | +2.7% | 0.12% | -8.7% |
| Q1 2022 | $245,000 | +44.1% | 1,914 | +45.7% | 0.13% | +55.6% |
| Q4 2021 | $170,000 | +5.6% | 1,314 | 0.0% | 0.08% | -4.7% |
| Q2 2021 | $161,000 | +3.9% | 1,314 | 0.0% | 0.08% | -10.5% |
| Q1 2021 | $155,000 | +29.2% | 1,314 | 0.0% | 0.10% | -2.1% |
| Q3 2020 | $120,000 | 0.0% | 1,314 | 0.0% | 0.10% | 0.0% |
| Q2 2020 | $120,000 | -99.9% | 1,314 | 0.0% | 0.10% | -15.7% |
| Q1 2020 | $119,851,000 | +88678.5% | 1,314 | 0.0% | 0.12% | -16.1% |
| Q3 2019 | $135,000 | -7.5% | 1,314 | -9.1% | 0.14% | +6.2% |
| Q2 2019 | $146,000 | +11.5% | 1,446 | +10.0% | 0.13% | +6.6% |
| Q1 2019 | $131,000 | +11.0% | 1,314 | 0.0% | 0.12% | +6.1% |
| Q4 2018 | $118,000 | -99.9% | 1,314 | 0.0% | 0.11% | +6.5% |
| Q3 2018 | $128,695,000 | +5.6% | 1,314 | 0.0% | 0.11% | -3.6% |
| Q2 2018 | $121,822,000 | +1.6% | 1,314 | 0.0% | 0.11% | -3.5% |
| Q1 2018 | $119,851,000 | – | 1,314 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |