SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,118 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $429,868 | -3.1% | 3,380 | 0.0% | 0.03% | 0.0% |
| Q1 2024 | $443,591 | +5.0% | 3,380 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $422,399 | +0.0% | 3,380 | -7.9% | 0.03% | -8.3% |
| Q3 2023 | $422,202 | -19.4% | 3,671 | -14.0% | 0.04% | -16.3% |
| Q2 2023 | $523,539 | -0.9% | 4,271 | 0.0% | 0.04% | -6.5% |
| Q1 2023 | $528,365 | -1.1% | 4,271 | 0.0% | 0.05% | -4.2% |
| Q4 2022 | $534,345 | +17711.5% | 4,271 | +12461.8% | 0.05% | – |
| Q1 2018 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | -100.0% |
| Q4 2016 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | -87.0% | 34 | -87.6% | 0.00% | -80.0% |
| Q2 2016 | $23,000 | +4.5% | 274 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $22,000 | – | 274 | – | 0.00% | – |
Download | ||||||
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% |