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 | $26,338 | +8.0% | 229 | +15.1% | 0.01% | +20.0% |
| Q2 2023 | $24,394 | -0.9% | 199 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $24,619 | -34.2% | 199 | -33.4% | 0.01% | -37.5% |
| Q4 2022 | $37,408 | -33.2% | 299 | -40.1% | 0.01% | -42.9% |
| Q3 2022 | $56,000 | -8.2% | 499 | -2.5% | 0.01% | -6.7% |
| Q2 2022 | $61,000 | -17.6% | 512 | -11.3% | 0.02% | -6.2% |
| Q1 2022 | $74,000 | +131.2% | 577 | +122.8% | 0.02% | +128.6% |
| Q2 2021 | $32,000 | +966.7% | 259 | +763.3% | 0.01% | +600.0% |
| Q4 2020 | $3,000 | -50.0% | 30 | -60.0% | 0.00% | -50.0% |
| Q1 2020 | $6,000 | -25.0% | 75 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $8,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | +14.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | – | 75 | – | 0.00% | – |
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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% |