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 | $258,773 | -6.2% | 2,250 | 0.0% | 0.13% | -3.0% |
Q2 2023 | $275,805 | -0.9% | 2,250 | 0.0% | 0.14% | -5.6% |
Q1 2023 | $278,348 | -1.1% | 2,250 | 0.0% | 0.14% | -2.1% |
Q4 2022 | $281,498 | +5.0% | 2,250 | -6.3% | 0.15% | -3.9% |
Q3 2022 | $268,000 | -7.3% | 2,401 | +0.0% | 0.15% | -2.6% |
Q2 2022 | $289,000 | -10.5% | 2,400 | -4.9% | 0.16% | 0.0% |
Q1 2022 | $323,000 | +4.2% | 2,524 | +5.3% | 0.16% | +6.1% |
Q4 2021 | $310,000 | +9.9% | 2,398 | +0.0% | 0.15% | -3.9% |
Q3 2021 | $282,000 | -3.8% | 2,397 | +0.0% | 0.15% | 0.0% |
Q2 2021 | $293,000 | +3.5% | 2,396 | +0.0% | 0.15% | -3.8% |
Q1 2021 | $283,000 | +2.9% | 2,395 | -7.7% | 0.16% | -6.5% |
Q4 2020 | $275,000 | – | 2,594 | – | 0.17% | – |
Download |
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% |