SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,048,503 | -7.5% | 61,286 | -1.4% | 0.00% | 0.0% |
Q2 2023 | $7,620,921 | -32.9% | 62,171 | -32.3% | 0.00% | -33.3% |
Q1 2023 | $11,359,300 | -23.4% | 91,822 | -22.6% | 0.01% | -25.0% |
Q4 2022 | $14,833,042 | +13.1% | 118,560 | +0.8% | 0.01% | +14.3% |
Q3 2022 | $13,111,000 | -7.7% | 117,589 | -1.8% | 0.01% | 0.0% |
Q2 2022 | $14,207,000 | -6.8% | 119,702 | +0.6% | 0.01% | +16.7% |
Q1 2022 | $15,237,000 | +41.0% | 118,934 | +42.1% | 0.01% | +50.0% |
Q4 2021 | $10,809,000 | +16.0% | 83,716 | +5.6% | 0.00% | 0.0% |
Q3 2021 | $9,315,000 | +1.6% | 79,241 | +5.7% | 0.00% | 0.0% |
Q2 2021 | $9,166,000 | +4.7% | 74,959 | +1.1% | 0.00% | 0.0% |
Q1 2021 | $8,756,000 | +11.7% | 74,180 | +0.2% | 0.00% | +33.3% |
Q4 2020 | $7,842,000 | +14.0% | 74,040 | -0.5% | 0.00% | 0.0% |
Q3 2020 | $6,878,000 | -32.9% | 74,445 | -31.6% | 0.00% | -40.0% |
Q2 2020 | $10,258,000 | +4210.1% | 108,799 | +4068.5% | 0.01% | – |
Q1 2018 | $238,000 | +16.1% | 2,610 | +0.4% | 0.00% | – |
Q4 2014 | $205,000 | -68.4% | 2,600 | -69.9% | 0.00% | – |
Q3 2014 | $648,000 | +10.6% | 8,650 | +13.1% | 0.00% | – |
Q2 2014 | $586,000 | +50.6% | 7,650 | +44.9% | 0.00% | – |
Q1 2014 | $389,000 | +1.6% | 5,280 | 0.0% | 0.00% | – |
Q4 2013 | $383,000 | +5.2% | 5,280 | 0.0% | 0.00% | – |
Q3 2013 | $364,000 | +9.6% | 5,280 | +5.6% | 0.00% | – |
Q2 2013 | $332,000 | – | 5,000 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |