SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,073 filers reported holding SPDR SERIES TRUST in Q2 2024. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $583,490 | -5.1% | 4,633 | -1.1% | 0.22% | -10.0% |
| Q1 2024 | $614,743 | +2.9% | 4,684 | -2.0% | 0.25% | +7.3% |
| Q4 2023 | $597,467 | +7.2% | 4,781 | -1.4% | 0.23% | -1.3% |
| Q3 2023 | $557,559 | -8.1% | 4,848 | -2.0% | 0.24% | -4.8% |
| Q2 2023 | $606,682 | -3.7% | 4,949 | -2.9% | 0.25% | -6.4% |
| Q1 2023 | $630,278 | -2.8% | 5,095 | -1.7% | 0.26% | +21.6% |
| Q4 2022 | $648,684 | +12.4% | 5,185 | +0.3% | 0.22% | -18.7% |
| Q3 2022 | $577,000 | -13.2% | 5,171 | +0.3% | 0.27% | +8.9% |
| Q2 2022 | $665,000 | +0.8% | 5,155 | +0.0% | 0.25% | +16.6% |
| Q1 2022 | $660,000 | -0.6% | 5,154 | +0.3% | 0.21% | +48.6% |
| Q4 2021 | $664,000 | -72.8% | 5,139 | -74.0% | 0.14% | -75.7% |
| Q3 2021 | $2,442,000 | +1.0% | 19,741 | -0.2% | 0.58% | -21.2% |
| Q2 2021 | $2,418,000 | +15.4% | 19,775 | +11.4% | 0.74% | +4.4% |
| Q1 2021 | $2,096,000 | +30.7% | 17,757 | +21.0% | 0.71% | +28.2% |
| Q4 2020 | $1,604,000 | +210.3% | 14,670 | +162.0% | 0.55% | +106.7% |
| Q3 2020 | $517,000 | +4.0% | 5,600 | +2.8% | 0.27% | -22.5% |
| Q2 2020 | $497,000 | -73.2% | 5,450 | -76.6% | 0.35% | -77.3% |
| Q1 2020 | $1,856,000 | -25.6% | 23,244 | +0.2% | 1.52% | +6.0% |
| Q4 2019 | $2,495,000 | +4.9% | 23,199 | +0.1% | 1.44% | -7.4% |
| Q3 2019 | $2,379,000 | +16.2% | 23,186 | +12.6% | 1.55% | +11.2% |
| Q2 2019 | $2,047,000 | 0.0% | 20,591 | 0.0% | 1.39% | 0.0% |
| Q1 2019 | $2,047,000 | +24.8% | 20,591 | +12.4% | 1.39% | +5.2% |
| Q4 2018 | $1,640,000 | – | 18,319 | – | 1.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,786,801 | $162,956,000 | 23.21% |
| Silversage Advisors | 150,528 | $16,278,000 | 16.89% |
| O'Dell Group, LLC | 252,282 | $23,008,000 | 12.06% |
| Jackson, Grant Investment Advisers, Inc. | 169,516 | $15,460,000 | 9.84% |
| Wolff Financial Management LLC | 166,915 | $15,223,000 | 9.68% |
| MARINO, STRAM & ASSOCIATES LLC | 172,376 | $15,755,000 | 9.38% |
| Hubbell Strickland Wealth Management, LLC | 100,001 | $9,120,000 | 7.67% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 100,854 | $9,198,000 | 6.29% |
| CRA Financial Services, LLC | 122,598 | $11,181,000 | 5.90% |
| TPG Financial Advisors, LLC | 69,723 | $6,359,000 | 5.70% |