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 | $1,321,201 | -6.7% | 11,488 | -0.6% | 0.85% | -1.9% |
Q2 2023 | $1,416,119 | -2.3% | 11,553 | -1.5% | 0.86% | -7.8% |
Q1 2023 | $1,450,193 | -0.9% | 11,723 | +0.3% | 0.94% | -3.9% |
Q4 2022 | $1,462,918 | +11.3% | 11,693 | -0.8% | 0.97% | +6.0% |
Q3 2022 | $1,314,000 | -6.4% | 11,788 | -0.4% | 0.92% | -3.6% |
Q2 2022 | $1,404,000 | -12.8% | 11,833 | -5.8% | 0.95% | +5.8% |
Q1 2022 | $1,610,000 | +1.7% | 12,567 | -0.6% | 0.90% | +8.6% |
Q4 2021 | $1,583,000 | -5.3% | 12,648 | -4.8% | 0.83% | +1.5% |
Q3 2021 | $1,672,000 | -1.4% | 13,290 | -3.1% | 0.82% | -9.0% |
Q2 2021 | $1,695,000 | +3.5% | 13,717 | +0.8% | 0.90% | -6.0% |
Q1 2021 | $1,637,000 | +5.9% | 13,613 | -6.7% | 0.96% | -2.3% |
Q4 2020 | $1,546,000 | -1.2% | 14,591 | -9.3% | 0.98% | -13.0% |
Q3 2020 | $1,565,000 | -16.2% | 16,081 | -21.6% | 1.12% | -29.2% |
Q2 2020 | $1,867,000 | +5.5% | 20,503 | -1.8% | 1.59% | -9.9% |
Q1 2020 | $1,770,000 | -22.9% | 20,880 | -2.1% | 1.76% | -15.0% |
Q4 2019 | $2,295,000 | – | 21,335 | – | 2.08% | – |
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% |