SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,029 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $855,130 | +55.2% | 6,724 | +60.1% | 0.02% | +42.9% |
Q1 2024 | $551,082 | +21.7% | 4,199 | +15.9% | 0.01% | 0.0% |
Q4 2023 | $452,657 | -13.2% | 3,622 | -20.1% | 0.01% | -26.3% |
Q3 2023 | $521,260 | +15.6% | 4,532 | +23.2% | 0.02% | +5.6% |
Q2 2023 | $450,853 | +14.4% | 3,678 | +15.5% | 0.02% | +5.9% |
Q1 2023 | $393,979 | -8.7% | 3,185 | -7.6% | 0.02% | -10.5% |
Q4 2022 | $431,313 | +7.3% | 3,447 | -4.4% | 0.02% | 0.0% |
Q3 2022 | $402,000 | -16.4% | 3,607 | -10.9% | 0.02% | -17.4% |
Q2 2022 | $481,000 | -3.3% | 4,050 | +4.3% | 0.02% | +4.5% |
Q1 2022 | $497,531 | -14.2% | 3,884 | -13.5% | 0.02% | -8.3% |
Q4 2021 | $580,000 | +12.6% | 4,490 | +2.4% | 0.02% | 0.0% |
Q3 2021 | $515,000 | -8.4% | 4,385 | -4.1% | 0.02% | -14.3% |
Q2 2021 | $562,000 | -72.3% | 4,571 | -73.2% | 0.03% | -75.7% |
Q1 2021 | $2,027,000 | -48.1% | 17,074 | -53.7% | 0.12% | -59.4% |
Q4 2020 | $3,907,000 | +19.7% | 36,881 | +4.4% | 0.28% | -3.1% |
Q3 2020 | $3,263,000 | +354.5% | 35,315 | +348.6% | 0.29% | +305.6% |
Q2 2020 | $718,000 | -57.4% | 7,873 | -62.8% | 0.07% | -68.3% |
Q1 2020 | $1,685,000 | -13.4% | 21,190 | +16.5% | 0.23% | -7.0% |
Q4 2019 | $1,945,000 | +24.3% | 18,183 | +19.2% | 0.24% | -0.8% |
Q3 2019 | $1,565,000 | +3.5% | 15,249 | +1.7% | 0.25% | -3.1% |
Q2 2019 | $1,512,000 | -26.8% | 14,988 | -27.9% | 0.25% | -19.1% |
Q1 2019 | $2,066,000 | +23.2% | 20,786 | +11.0% | 0.31% | -14.2% |
Q4 2018 | $1,677,000 | -1.7% | 18,734 | +7.5% | 0.37% | +5.8% |
Q3 2018 | $1,706,000 | +2.6% | 17,423 | -2.9% | 0.35% | -12.8% |
Q2 2018 | $1,663,000 | -6.9% | 17,943 | -8.4% | 0.40% | -10.6% |
Q1 2018 | $1,787,000 | +11.5% | 19,590 | +15.6% | 0.44% | -22.4% |
Q4 2017 | $1,602,000 | +6.8% | 16,953 | +3.2% | 0.57% | -13.3% |
Q3 2017 | $1,500,000 | +32.5% | 16,420 | +28.9% | 0.66% | +13.2% |
Q2 2017 | $1,132,000 | +14.6% | 12,738 | +13.6% | 0.58% | -0.5% |
Q1 2017 | $988,000 | – | 11,209 | – | 0.59% | – |
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% |