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 | $179,685 | -10.8% | 1,562 | -5.0% | 0.08% | -1.3% |
| Q2 2023 | $201,538 | +5.5% | 1,644 | +6.5% | 0.08% | -16.8% |
| Q1 2023 | $190,986 | -2.3% | 1,543 | -1.2% | 0.10% | +5.6% |
| Q4 2022 | $195,393 | +22.9% | 1,562 | +9.2% | 0.09% | +11.1% |
| Q3 2022 | $159,000 | +20.5% | 1,430 | +29.1% | 0.08% | +20.9% |
| Q2 2022 | $132,000 | -27.5% | 1,108 | -21.9% | 0.07% | -17.3% |
| Q1 2022 | $182,000 | -12.9% | 1,419 | -12.1% | 0.08% | -3.6% |
| Q4 2021 | $209,000 | +3.5% | 1,615 | -5.8% | 0.08% | -10.6% |
| Q3 2021 | $202,000 | -3.3% | 1,715 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $209,000 | +14.2% | 1,715 | +16.0% | 0.10% | +5.6% |
| Q1 2021 | $183,000 | +17.3% | 1,479 | 0.0% | 0.09% | +2.3% |
| Q4 2020 | $156,000 | +13.0% | 1,479 | 0.0% | 0.09% | +7.3% |
| Q3 2020 | $138,000 | – | 1,479 | – | 0.08% | – |
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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% |