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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,424,012 | -11.0% | 35,600 | -10.4% | 3.27% | -11.5% |
| Q4 2022 | $4,970,045 | +5.1% | 39,754 | +3.7% | 3.69% | +4.5% |
| Q3 2022 | $4,728,000 | -1.9% | 38,342 | -5.4% | 3.53% | +1.5% |
| Q2 2022 | $4,820,000 | -9.2% | 40,522 | -1.1% | 3.48% | +1.9% |
| Q1 2022 | $5,307,000 | -0.9% | 40,987 | -0.2% | 3.41% | +1.4% |
| Q4 2021 | $5,354,000 | +11.5% | 41,057 | +1.1% | 3.36% | +0.7% |
| Q3 2021 | $4,803,000 | -5.1% | 40,612 | -1.7% | 3.34% | -3.2% |
| Q2 2021 | $5,059,000 | +9.3% | 41,317 | +5.4% | 3.45% | +1.6% |
| Q1 2021 | $4,627,000 | +12.6% | 39,198 | +0.5% | 3.40% | -0.4% |
| Q4 2020 | $4,109,000 | +13.5% | 38,998 | -0.5% | 3.41% | -4.6% |
| Q3 2020 | $3,620,000 | -18.6% | 39,180 | -19.7% | 3.58% | -21.2% |
| Q2 2020 | $4,447,000 | +17.5% | 48,763 | -0.3% | 4.54% | -0.7% |
| Q1 2020 | $3,786,000 | -26.6% | 48,910 | +1.7% | 4.57% | -3.8% |
| Q4 2019 | $5,161,000 | +6.1% | 48,081 | +1.5% | 4.75% | +9.4% |
| Q3 2019 | $4,862,000 | +2.9% | 47,385 | +1.4% | 4.34% | -1.3% |
| Q2 2019 | $4,727,000 | +3.8% | 46,714 | +2.5% | 4.40% | +2.7% |
| Q1 2019 | $4,554,000 | +15.6% | 45,562 | +2.7% | 4.28% | -2.0% |
| Q4 2018 | $3,938,000 | -10.5% | 44,351 | -1.3% | 4.37% | +8.9% |
| Q3 2018 | $4,399,000 | +4.8% | 44,924 | -0.8% | 4.01% | -1.8% |
| Q2 2018 | $4,197,000 | – | 45,279 | – | 4.09% | – |
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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% |