SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |