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 | $612,601 | -9.1% | 5,326 | -3.2% | 0.49% | -5.3% |
| Q2 2023 | $674,157 | +17.2% | 5,500 | +18.3% | 0.51% | +64.7% |
| Q1 2023 | $575,088 | +14.5% | 4,649 | +15.8% | 0.31% | -39.1% |
| Q4 2022 | $502,261 | -10.2% | 4,015 | -19.9% | 0.51% | -16.5% |
| Q3 2022 | $559,000 | +1.1% | 5,015 | +7.6% | 0.61% | -1.4% |
| Q2 2022 | $553,000 | +6.6% | 4,661 | +14.9% | 0.62% | +16.7% |
| Q1 2022 | $519,000 | – | 4,055 | – | 0.53% | – |
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% |