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 | $201,268 | -6.2% | 1,750 | 0.0% | 0.02% | -8.7% |
| Q2 2023 | $214,515 | -0.9% | 1,750 | 0.0% | 0.02% | -8.0% |
| Q1 2023 | $216,493 | -1.1% | 1,750 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $218,943 | +5.3% | 1,750 | 0.0% | 0.03% | -15.6% |
| Q2 2022 | $208,000 | -8.4% | 1,750 | 0.0% | 0.03% | -5.9% |
| Q1 2022 | $227,000 | +0.4% | 1,750 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $226,000 | +9.7% | 1,750 | 0.0% | 0.03% | -5.6% |
| Q3 2021 | $206,000 | -12.7% | 1,750 | -9.3% | 0.04% | -21.7% |
| Q2 2021 | $236,000 | +3.5% | 1,930 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $228,000 | -30.3% | 1,930 | -37.4% | 0.05% | -39.0% |
| Q4 2020 | $327,000 | +14.7% | 3,085 | 0.0% | 0.08% | -4.9% |
| Q3 2020 | $285,000 | -1.4% | 3,085 | -2.7% | 0.08% | -3.6% |
| Q2 2020 | $289,000 | +4.0% | 3,170 | -9.0% | 0.08% | -16.8% |
| Q1 2020 | $278,000 | -25.9% | 3,485 | 0.0% | 0.10% | -14.4% |
| Q4 2019 | $375,000 | – | 3,485 | – | 0.12% | – |
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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% |