SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,026 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $492,000 | +9.8% | 3,813 | 0.0% | 0.18% | 0.0% |
| Q3 2021 | $448,000 | -3.9% | 3,813 | 0.0% | 0.18% | -3.7% |
| Q2 2021 | $466,000 | +3.6% | 3,813 | 0.0% | 0.19% | -7.7% |
| Q1 2021 | $450,000 | +11.4% | 3,813 | 0.0% | 0.21% | +6.2% |
| Q4 2020 | $404,000 | +14.8% | 3,813 | 0.0% | 0.20% | -9.7% |
| Q3 2020 | $352,000 | +1.1% | 3,813 | 0.0% | 0.22% | -0.5% |
| Q2 2020 | $348,000 | +14.1% | 3,813 | 0.0% | 0.22% | -45.6% |
| Q1 2020 | $305,000 | -25.6% | 3,813 | 0.0% | 0.40% | -8.9% |
| Q4 2019 | $410,000 | – | 3,813 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |