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 | $3,474,736 | -5.0% | 30,213 | +1.2% | 0.63% | -2.5% |
| Q2 2023 | $3,659,403 | +0.2% | 29,854 | +1.1% | 0.64% | -5.2% |
| Q1 2023 | $3,652,514 | +9.1% | 29,525 | +10.4% | 0.68% | -50.1% |
| Q4 2022 | $3,346,369 | +49.4% | 26,747 | +33.1% | 1.36% | +34.0% |
| Q3 2022 | $2,240,000 | +238.4% | 20,090 | +260.0% | 1.02% | +292.3% |
| Q2 2022 | $662,000 | +116.3% | 5,580 | +136.1% | 0.26% | +167.0% |
| Q1 2022 | $306,000 | +3.0% | 2,363 | +3.6% | 0.10% | +4.3% |
| Q4 2021 | $297,000 | -24.0% | 2,281 | -53.4% | 0.09% | -73.3% |
| Q1 2020 | $391,000 | -55.7% | 4,892 | -40.4% | 0.35% | -50.0% |
| Q4 2019 | $883,000 | – | 8,207 | – | 0.70% | – |
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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% |