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 | $12,156,613 | +24.4% | 105,700 | +32.6% | 5.05% | -13.4% |
| Q2 2023 | $9,772,874 | -1.1% | 79,726 | -0.2% | 5.84% | +29.1% |
| Q1 2023 | $9,879,979 | -3.8% | 79,864 | -2.7% | 4.52% | -10.6% |
| Q4 2022 | $10,265,282 | -24.7% | 82,050 | -32.9% | 5.06% | -33.7% |
| Q3 2022 | $13,634,000 | -6.6% | 122,277 | -0.6% | 7.63% | -7.5% |
| Q2 2022 | $14,597,000 | -10.3% | 122,982 | -3.2% | 8.25% | +11.3% |
| Q1 2022 | $16,272,000 | +0.7% | 127,018 | +1.5% | 7.41% | +3.8% |
| Q4 2021 | $16,154,000 | +11.0% | 125,111 | +1.1% | 7.14% | +10.2% |
| Q3 2021 | $14,552,000 | -18.7% | 123,796 | -15.5% | 6.47% | -13.1% |
| Q2 2021 | $17,905,000 | +14.3% | 146,429 | +10.3% | 7.45% | +7.1% |
| Q1 2021 | $15,663,000 | +34.2% | 132,706 | +20.4% | 6.95% | +21.0% |
| Q4 2020 | $11,675,000 | – | 110,217 | – | 5.75% | – |
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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% |