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 2022 | $1,559 | -43.6% | 13,978 | -39.9% | 0.84% | -32.4% |
| Q2 2022 | $2,763 | +6.0% | 23,277 | +14.5% | 1.24% | +56.0% |
| Q1 2022 | $2,606 | -99.7% | 20,338 | +170.0% | 0.80% | +126.1% |
| Q4 2021 | $973,000 | -16.1% | 7,533 | -23.6% | 0.35% | -1.4% |
| Q3 2021 | $1,160,000 | -39.1% | 9,864 | -36.6% | 0.36% | -46.2% |
| Q2 2021 | $1,904,000 | +524.3% | 15,570 | +501.9% | 0.66% | +410.0% |
| Q1 2021 | $305,000 | -78.6% | 2,587 | -83.2% | 0.13% | -82.1% |
| Q3 2020 | $1,426,000 | +148.9% | 15,433 | +115.2% | 0.73% | +26.0% |
| Q1 2020 | $573,000 | – | 7,173 | – | 0.58% | – |
Download | ||||||
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% |