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 | $273,991 | -32.1% | 2,382 | -27.6% | 0.07% | -31.5% |
| Q2 2023 | $403,420 | -8.6% | 3,291 | -7.7% | 0.11% | -13.6% |
| Q1 2023 | $441,282 | +18.3% | 3,567 | +19.7% | 0.12% | +12.6% |
| Q4 2022 | $372,984 | +12.7% | 2,981 | +0.5% | 0.11% | -0.9% |
| Q3 2022 | $331,000 | +2.8% | 2,967 | +9.4% | 0.11% | +6.7% |
| Q2 2022 | $322,000 | -5.8% | 2,713 | +1.7% | 0.10% | +1.0% |
| Q1 2022 | $342,000 | +11.4% | 2,668 | +12.3% | 0.10% | +14.3% |
| Q4 2021 | $307,000 | +20.4% | 2,376 | +9.7% | 0.09% | +12.3% |
| Q3 2021 | $255,000 | +9.9% | 2,165 | +13.9% | 0.08% | -3.6% |
| Q2 2021 | $232,000 | +14.3% | 1,900 | +2.6% | 0.08% | -10.6% |
| Q4 2020 | $203,000 | – | 1,852 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |