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 | $381,488 | -6.2% | 3,317 | 0.0% | 0.06% | -3.4% |
Q2 2023 | $406,598 | -1.1% | 3,317 | -0.2% | 0.06% | -4.9% |
Q1 2023 | $411,088 | -1.1% | 3,323 | 0.0% | 0.06% | -6.2% |
Q4 2022 | $415,741 | +12.1% | 3,323 | 0.0% | 0.06% | +1.6% |
Q3 2022 | $371,000 | +27.5% | 3,323 | +35.7% | 0.06% | +33.3% |
Q2 2022 | $291,000 | +38.6% | 2,448 | +49.3% | 0.05% | +54.8% |
Q1 2022 | $210,000 | -0.9% | 1,640 | 0.0% | 0.03% | -3.1% |
Q4 2021 | $212,000 | +3.4% | 1,640 | -5.7% | 0.03% | 0.0% |
Q3 2021 | $205,000 | -3.8% | 1,740 | 0.0% | 0.03% | -3.0% |
Q2 2021 | $213,000 | +3.9% | 1,740 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $205,000 | -12.0% | 1,740 | -21.1% | 0.03% | -13.2% |
Q4 2020 | $233,000 | +14.2% | 2,204 | 0.0% | 0.04% | -2.6% |
Q3 2020 | $204,000 | -21.8% | 2,204 | -23.0% | 0.04% | -25.0% |
Q2 2020 | $261,000 | +14.0% | 2,863 | 0.0% | 0.05% | -5.5% |
Q1 2020 | $229,000 | -33.8% | 2,863 | -10.9% | 0.06% | -16.7% |
Q4 2019 | $346,000 | – | 3,213 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |