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 | $347,863 | -40.7% | 3,025 | -36.8% | 0.01% | -45.5% |
| Q2 2023 | $587,110 | -88.1% | 4,789 | -87.9% | 0.01% | -89.8% |
| Q1 2023 | $4,914,923 | -0.4% | 39,729 | +0.7% | 0.11% | -11.5% |
| Q4 2022 | $4,935,544 | +13.8% | 39,450 | +1.5% | 0.12% | -1.6% |
| Q3 2022 | $4,337,000 | +2.9% | 38,880 | +9.5% | 0.12% | +3.3% |
| Q2 2022 | $4,214,000 | -53.8% | 35,505 | -50.2% | 0.12% | -48.5% |
| Q1 2022 | $9,128,000 | +11.6% | 71,255 | +12.5% | 0.23% | +13.7% |
| Q4 2021 | $8,182,000 | +292.8% | 63,363 | +227.3% | 0.20% | +21.3% |
| Q4 2019 | $2,083,000 | +873.4% | 19,357 | +801.2% | 0.17% | +894.1% |
| Q1 2019 | $214,000 | – | 2,148 | – | 0.02% | – |
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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% |