SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $224,577 | -11.4% | 1,953 | -5.6% | 0.12% | -9.7% |
Q2 2023 | $253,455 | +4.9% | 2,068 | +5.9% | 0.13% | -7.6% |
Q1 2023 | $241,565 | +13.5% | 1,953 | +14.8% | 0.14% | +48.0% |
Q4 2022 | $212,771 | +5.3% | 1,701 | 0.0% | 0.10% | -29.0% |
Q2 2022 | $202,000 | -7.3% | 1,701 | 0.0% | 0.14% | +8.7% |
Q1 2022 | $218,000 | -0.9% | 1,701 | 0.0% | 0.13% | +3.3% |
Q4 2021 | $220,000 | +5.8% | 1,701 | 0.0% | 0.12% | -3.9% |
Q2 2021 | $208,000 | 0.0% | 1,701 | -3.7% | 0.13% | -3.8% |
Q1 2021 | $208,000 | +7.2% | 1,766 | -3.5% | 0.13% | -3.6% |
Q4 2020 | $194,000 | +2.1% | 1,831 | -10.8% | 0.14% | -7.4% |
Q3 2020 | $190,000 | +0.5% | 2,052 | -1.1% | 0.15% | -2.0% |
Q2 2020 | $189,000 | -13.7% | 2,074 | -24.4% | 0.15% | -24.8% |
Q1 2020 | $219,000 | -26.0% | 2,745 | -0.2% | 0.20% | -11.0% |
Q4 2019 | $296,000 | – | 2,750 | – | 0.23% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |