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 | $1,541,479 | -6.2% | 13,403 | 0.0% | 0.25% | +47.7% |
| Q2 2023 | $1,642,940 | -19.4% | 13,403 | -18.6% | 0.17% | -24.9% |
| Q1 2023 | $2,037,627 | +0.1% | 16,471 | +1.2% | 0.23% | -8.8% |
| Q4 2022 | $2,036,040 | +12.3% | 16,274 | +0.1% | 0.25% | +1.6% |
| Q3 2022 | $1,813,000 | -5.9% | 16,256 | +0.2% | 0.25% | -2.4% |
| Q2 2022 | $1,926,000 | -25.7% | 16,224 | -19.8% | 0.25% | -11.8% |
| Q1 2022 | $2,593,000 | +0.5% | 20,234 | +1.3% | 0.29% | +3.6% |
| Q4 2021 | $2,579,000 | +156.9% | 19,970 | +133.8% | 0.28% | +108.3% |
| Q3 2021 | $1,004,000 | -3.9% | 8,543 | 0.0% | 0.13% | -21.3% |
| Q2 2021 | $1,045,000 | +3.7% | 8,543 | 0.0% | 0.17% | -18.0% |
| Q1 2021 | $1,008,000 | +11.4% | 8,543 | 0.0% | 0.21% | -26.2% |
| Q4 2020 | $905,000 | – | 8,543 | – | 0.28% | – |
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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% |