SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,029 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $822,219 | -3.1% | 6,465 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $848,467 | -4.9% | 6,465 | -9.5% | 0.02% | -11.8% |
| Q4 2023 | $892,639 | -3.6% | 7,143 | -5.4% | 0.02% | -10.5% |
| Q3 2023 | $925,703 | 0.0% | 7,552 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $925,703 | +3.4% | 7,552 | +4.4% | 0.02% | -9.5% |
| Q1 2023 | $894,896 | -1.1% | 7,234 | 0.0% | 0.02% | -8.7% |
| Q4 2022 | $905,024 | +12.1% | 7,234 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $807,000 | -6.1% | 7,234 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $859,000 | +6.7% | 7,234 | +15.1% | 0.02% | +29.4% |
| Q1 2022 | $805,000 | +45.0% | 6,286 | +46.3% | 0.02% | +41.7% |
| Q4 2021 | $555,000 | +55.5% | 4,296 | +27.3% | 0.01% | +33.3% |
| Q4 2020 | $357,000 | +14.4% | 3,374 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $312,000 | +16.0% | 3,374 | 0.0% | 0.01% | -18.2% |
| Q1 2020 | $269,000 | – | 3,374 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |