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 | $298,022 | -5.5% | 2,591 | +0.7% | 0.18% | -3.3% |
| Q2 2023 | $315,529 | -0.2% | 2,574 | +0.7% | 0.18% | -6.2% |
| Q1 2023 | $316,296 | -0.5% | 2,556 | +0.6% | 0.20% | -10.1% |
| Q4 2022 | $317,969 | +13.2% | 2,541 | +0.7% | 0.22% | +12.4% |
| Q3 2022 | $281,000 | -5.7% | 2,523 | +0.6% | 0.19% | -9.0% |
| Q2 2022 | $298,000 | -7.2% | 2,507 | 0.0% | 0.21% | +3.9% |
| Q1 2022 | $321,000 | -0.9% | 2,507 | 0.0% | 0.20% | +2.5% |
| Q4 2021 | $324,000 | +9.8% | 2,507 | 0.0% | 0.20% | +2.6% |
| Q3 2021 | $295,000 | -3.9% | 2,507 | 0.0% | 0.19% | +2.6% |
| Q2 2021 | $307,000 | +3.7% | 2,507 | 0.0% | 0.19% | -1.0% |
| Q1 2021 | $296,000 | +11.3% | 2,507 | 0.0% | 0.19% | +4.9% |
| Q4 2020 | $266,000 | +14.7% | 2,507 | 0.0% | 0.18% | -2.7% |
| Q3 2020 | $232,000 | +1.3% | 2,507 | 0.0% | 0.19% | -1.6% |
| Q2 2020 | $229,000 | – | 2,507 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |