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 | $1,161,601 | -6.6% | 10,100 | -0.4% | 1.07% | -0.6% |
Q2 2023 | $1,243,329 | -2.4% | 10,143 | -1.5% | 1.08% | +1.4% |
Q1 2023 | $1,274,460 | -3.1% | 10,302 | -2.0% | 1.06% | -1.5% |
Q4 2022 | $1,315,782 | +12.8% | 10,517 | +0.5% | 1.08% | +30.8% |
Q3 2022 | $1,166,000 | -12.4% | 10,462 | +0.6% | 0.82% | +13.8% |
Q1 2022 | $1,331,000 | -1.3% | 10,397 | -0.4% | 0.72% | +2.0% |
Q4 2021 | $1,348,000 | +10.2% | 10,441 | +0.3% | 0.71% | +3.9% |
Q3 2021 | $1,223,000 | -4.8% | 10,411 | -1.0% | 0.68% | -3.3% |
Q2 2021 | $1,285,000 | +3.5% | 10,511 | -0.0% | 0.71% | -2.5% |
Q1 2021 | $1,241,000 | +10.6% | 10,516 | -0.8% | 0.72% | +3.7% |
Q4 2020 | $1,122,000 | +15.2% | 10,601 | +0.5% | 0.70% | +0.7% |
Q3 2020 | $974,000 | -2.6% | 10,551 | -3.8% | 0.69% | -15.1% |
Q2 2020 | $1,000,000 | +16.7% | 10,971 | +2.2% | 0.82% | -9.3% |
Q1 2020 | $857,000 | -28.5% | 10,736 | -3.6% | 0.90% | -9.9% |
Q4 2019 | $1,198,000 | – | 11,140 | – | 1.00% | – |
Download |
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% |