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 | $458,315 | -8.2% | 3,985 | -2.2% | 0.21% | -26.7% |
Q2 2023 | $499,391 | +1.8% | 4,074 | +2.7% | 0.28% | -11.4% |
Q1 2023 | $490,510 | +98793.1% | 3,965 | 0.0% | 0.32% | +6.4% |
Q4 2022 | $496 | -99.9% | 3,965 | +14.4% | 0.30% | +17.8% |
Q3 2022 | $386,000 | -6.1% | 3,465 | 0.0% | 0.25% | -5.6% |
Q2 2022 | $411,000 | -7.4% | 3,465 | 0.0% | 0.27% | +3.1% |
Q1 2022 | $444,000 | -3.5% | 3,465 | -2.8% | 0.26% | -2.3% |
Q4 2021 | $460,000 | – | 3,565 | – | 0.27% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |