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 | $472 | +13.5% | 4,100 | +20.8% | 0.04% | +13.9% |
| Q2 2023 | $416 | -87.7% | 3,394 | -87.6% | 0.04% | -86.7% |
| Q1 2023 | $3,380 | -2.4% | 27,319 | -1.3% | 0.27% | -16.9% |
| Q4 2022 | $3,462 | -99.9% | 27,668 | +1.4% | 0.33% | +10.1% |
| Q3 2022 | $3,041,000 | +565.4% | 27,274 | +608.8% | 0.30% | +557.8% |
| Q2 2022 | $457,000 | +14.0% | 3,848 | +23.0% | 0.04% | +40.6% |
| Q1 2022 | $401,000 | +1.3% | 3,128 | +2.0% | 0.03% | +6.7% |
| Q4 2021 | $396,000 | +12.2% | 3,066 | +2.2% | 0.03% | 0.0% |
| Q3 2021 | $353,000 | +2.6% | 2,999 | +6.6% | 0.03% | +3.4% |
| Q2 2021 | $344,000 | +158.6% | 2,814 | +149.5% | 0.03% | +123.1% |
| Q1 2021 | $133,000 | -25.7% | 1,128 | -42.6% | 0.01% | -50.0% |
| Q2 2020 | $179,000 | +14.0% | 1,964 | 0.0% | 0.03% | -16.1% |
| Q1 2020 | $157,000 | -32.0% | 1,964 | -8.5% | 0.03% | -3.1% |
| Q4 2019 | $231,000 | +5.0% | 2,147 | 0.0% | 0.03% | -5.9% |
| Q3 2019 | $220,000 | +20.2% | 2,147 | +18.5% | 0.03% | +17.2% |
| Q2 2019 | $183,000 | -89.9% | 1,812 | +906.7% | 0.03% | +163.6% |
| Q1 2019 | $1,807,000 | +90250.0% | 180 | +26.8% | 0.01% | -21.4% |
| Q4 2018 | $2,000 | -98.6% | 142 | +14100.0% | 0.01% | -48.1% |
| Q3 2018 | $147,000 | -72.4% | 1 | -100.0% | 0.03% | -63.5% |
| Q2 2018 | $533,000 | – | 5,747 | – | 0.07% | – |
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% |