SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $688,105 | +12.3% | 5,500 | 0.0% | 0.17% | +30.3% |
| Q3 2022 | $613,000 | -6.1% | 5,500 | 0.0% | 0.13% | -7.0% |
| Q2 2022 | $653,000 | -7.4% | 5,500 | 0.0% | 0.14% | +25.7% |
| Q1 2022 | $705,000 | -0.7% | 5,500 | 0.0% | 0.11% | +9.7% |
| Q4 2021 | $710,000 | +9.7% | 5,500 | 0.0% | 0.10% | +7.3% |
| Q3 2021 | $647,000 | -3.9% | 5,500 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $673,000 | +3.7% | 5,500 | 0.0% | 0.10% | -7.5% |
| Q1 2021 | $649,000 | +11.3% | 5,500 | 0.0% | 0.11% | +5.0% |
| Q4 2020 | $583,000 | +10.0% | 5,500 | 0.0% | 0.10% | +1.0% |
| Q3 2020 | $530,000 | -0.2% | 5,500 | 0.0% | 0.10% | -13.8% |
| Q2 2020 | $531,000 | +10.4% | 5,500 | 0.0% | 0.12% | -7.2% |
| Q1 2020 | $481,000 | -28.0% | 5,500 | -11.0% | 0.12% | -33.2% |
| Q4 2019 | $668,000 | +3.6% | 6,181 | +0.1% | 0.19% | -16.9% |
| Q3 2019 | $645,000 | +4.2% | 6,176 | +0.1% | 0.22% | -13.8% |
| Q2 2019 | $619,000 | -1.4% | 6,172 | +0.1% | 0.26% | -2.2% |
| Q1 2019 | $628,000 | +2.8% | 6,168 | +0.1% | 0.27% | -15.5% |
| Q4 2018 | $611,000 | -6.1% | 6,164 | -8.6% | 0.32% | -13.2% |
| Q3 2018 | $651,000 | +4.2% | 6,742 | +0.1% | 0.36% | 0.0% |
| Q2 2018 | $625,000 | +1.8% | 6,738 | +0.1% | 0.36% | -9.2% |
| Q1 2018 | $614,000 | -4.2% | 6,734 | -0.7% | 0.40% | -2.9% |
| Q4 2017 | $641,000 | – | 6,784 | – | 0.41% | – |
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% |