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 | $5,508,289 | -41.0% | 47,894 | -37.1% | 0.60% | -50.4% |
| Q2 2023 | $9,328,583 | -18.7% | 76,102 | -18.0% | 1.20% | -33.7% |
| Q1 2023 | $11,477,195 | -3.7% | 92,775 | -2.5% | 1.81% | -12.2% |
| Q4 2022 | $11,921,732 | +69.2% | 95,106 | +50.5% | 2.06% | +63.5% |
| Q3 2022 | $7,047,000 | +19.9% | 63,207 | +23.0% | 1.26% | +19.9% |
| Q2 2022 | $5,878,000 | -1.7% | 51,401 | +7.9% | 1.05% | -42.8% |
| Q1 2022 | $5,981,000 | +11.4% | 47,627 | +14.5% | 1.84% | +88.2% |
| Q4 2021 | $5,371,000 | +23.4% | 41,600 | +12.3% | 0.98% | -7.0% |
| Q3 2021 | $4,352,000 | +14.7% | 37,029 | +10.0% | 1.05% | -45.4% |
| Q2 2021 | $3,793,000 | +24.3% | 33,668 | +31.6% | 1.93% | +2.2% |
| Q1 2021 | $3,051,000 | +73.9% | 25,591 | +54.5% | 1.88% | +39.8% |
| Q4 2020 | $1,754,000 | +32.0% | 16,562 | +15.1% | 1.35% | +11.4% |
| Q3 2020 | $1,329,000 | -3.9% | 14,393 | -5.1% | 1.21% | +16.7% |
| Q2 2020 | $1,383,000 | +54.5% | 15,165 | +35.3% | 1.04% | +13.3% |
| Q1 2020 | $895,000 | -90.8% | 11,208 | -87.6% | 0.92% | -83.1% |
| Q4 2019 | $9,684,000 | – | 90,027 | – | 5.42% | – |
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% |