SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,118 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,160,871 | -2.5% | 9,128 | +0.6% | 0.09% | -3.2% |
| Q1 2024 | $1,190,478 | +1.6% | 9,071 | -3.3% | 0.09% | -6.0% |
| Q4 2023 | $1,172,037 | +8.7% | 9,379 | +0.0% | 0.10% | +1.0% |
| Q3 2023 | $1,078,388 | -7.6% | 9,376 | -1.5% | 0.10% | 0.0% |
| Q2 2023 | $1,167,051 | -0.9% | 9,521 | +0.0% | 0.10% | -4.8% |
| Q1 2023 | $1,177,593 | -3.2% | 9,519 | +0.0% | 0.10% | -1.9% |
| Q4 2022 | $1,217,089 | +13.5% | 9,517 | -1.0% | 0.11% | -4.5% |
| Q3 2022 | $1,072,000 | -6.0% | 9,617 | +0.0% | 0.11% | 0.0% |
| Q2 2022 | $1,141,000 | -8.3% | 9,615 | -1.0% | 0.11% | +2.8% |
| Q1 2022 | $1,244,000 | +12.1% | 9,714 | +12.9% | 0.11% | +14.9% |
| Q4 2021 | $1,110,000 | +9.4% | 8,601 | -0.4% | 0.09% | +2.2% |
| Q3 2021 | $1,015,000 | -6.3% | 8,638 | -2.5% | 0.09% | -8.0% |
| Q2 2021 | $1,083,000 | +4.2% | 8,861 | +0.6% | 0.10% | -2.9% |
| Q1 2021 | $1,039,000 | +401.9% | 8,809 | +349.7% | 0.10% | +232.3% |
| Q4 2020 | $207,000 | -75.1% | 1,959 | -78.3% | 0.03% | -68.7% |
| Q3 2020 | $832,000 | -99.9% | 9,009 | -16.9% | 0.10% | -20.8% |
| Q2 2020 | $988,223,000 | +100125.5% | 10,835 | -12.3% | 0.12% | -16.7% |
| Q1 2020 | $986,000 | -26.4% | 12,348 | -0.8% | 0.15% | -13.3% |
| Q4 2019 | $1,339,000 | +7.5% | 12,450 | -0.4% | 0.17% | +0.6% |
| Q3 2019 | $1,246,000 | -10.4% | 12,499 | -2.3% | 0.17% | -11.8% |
| Q2 2019 | $1,391,000 | -14.3% | 12,792 | -21.7% | 0.20% | -18.4% |
| Q1 2019 | $1,623,000 | – | 16,331 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |