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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $201,427 | -27.8% | 1,610 | -26.0% | 0.00% | 0.0% |
| Q1 2022 | $279,000 | +34.1% | 2,175 | +35.1% | 0.00% | 0.0% |
| Q4 2021 | $208,000 | -26.5% | 1,610 | -33.2% | 0.00% | 0.0% |
| Q3 2021 | $283,000 | +39.4% | 2,410 | +45.2% | 0.00% | 0.0% |
| Q2 2021 | $203,000 | -45.9% | 1,660 | -58.2% | 0.00% | -66.7% |
| Q4 2017 | $375,000 | +3.6% | 3,967 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $362,000 | -2.2% | 3,967 | -4.8% | 0.00% | 0.0% |
| Q2 2017 | $370,000 | +0.8% | 4,167 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $367,000 | -25.4% | 4,167 | -27.6% | 0.00% | -40.0% |
| Q4 2016 | $492,000 | -16.2% | 5,753 | -17.3% | 0.01% | -16.7% |
| Q3 2016 | $587,000 | +82.9% | 6,953 | +81.5% | 0.01% | +100.0% |
| Q2 2016 | $321,000 | -38.5% | 3,830 | -41.3% | 0.00% | -40.0% |
| Q1 2016 | $522,000 | +15.0% | 6,530 | +5.7% | 0.01% | +25.0% |
| Q4 2015 | $454,000 | – | 6,176 | – | 0.00% | – |
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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% |