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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,260,357 | -0.2% | 10,188 | +0.9% | 0.84% | -5.3% |
| Q4 2022 | $1,262,735 | +9.9% | 10,093 | -2.1% | 0.89% | +10.3% |
| Q3 2022 | $1,149,000 | -5.6% | 10,308 | +0.5% | 0.81% | +0.6% |
| Q2 2022 | $1,217,000 | -6.9% | 10,253 | +0.5% | 0.80% | +12.0% |
| Q1 2022 | $1,307,000 | -0.3% | 10,203 | +0.5% | 0.72% | +2.3% |
| Q4 2021 | $1,311,000 | +9.7% | 10,153 | -0.1% | 0.70% | +2.0% |
| Q3 2021 | $1,195,000 | +27.3% | 10,168 | +0.1% | 0.69% | -12.5% |
| Q3 2020 | $939,000 | +0.1% | 10,158 | -1.3% | 0.78% | -7.3% |
| Q2 2020 | $938,000 | +17.0% | 10,288 | +2.5% | 0.85% | -8.1% |
| Q1 2020 | $802,000 | -12.3% | 10,038 | +18.1% | 0.92% | +14.1% |
| Q4 2019 | $915,000 | +4.2% | 8,503 | -0.6% | 0.81% | -2.5% |
| Q3 2019 | $878,000 | +3.1% | 8,553 | +1.2% | 0.83% | +1.7% |
| Q2 2019 | $852,000 | +9.2% | 8,450 | +5.5% | 0.81% | +1.4% |
| Q2 2018 | $780,000 | -7.4% | 8,013 | -13.2% | 0.80% | -27.8% |
| Q1 2018 | $842,000 | – | 9,233 | – | 1.11% | – |
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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% |