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 | $295,576 | -6.2% | 2,570 | 0.0% | 0.08% | -8.0% |
| Q2 2023 | $315,031 | -0.9% | 2,570 | 0.0% | 0.09% | -7.4% |
| Q1 2023 | $317,935 | +98637.6% | 2,570 | 0.0% | 0.09% | -12.1% |
| Q4 2022 | $322 | -99.9% | 2,570 | 0.0% | 0.11% | -11.6% |
| Q3 2022 | $287,000 | -5.9% | 2,570 | 0.0% | 0.12% | -16.6% |
| Q2 2022 | $305,000 | -7.3% | 2,570 | 0.0% | 0.14% | +19.8% |
| Q1 2022 | $329,000 | -0.9% | 2,570 | 0.0% | 0.12% | -11.0% |
| Q4 2021 | $332,000 | +9.6% | 2,570 | -0.4% | 0.14% | +43.2% |
| Q3 2021 | $303,000 | -4.1% | 2,580 | 0.0% | 0.10% | -5.9% |
| Q2 2021 | $316,000 | -2.2% | 2,580 | +0.4% | 0.10% | -1.9% |
| Q1 2021 | $323,000 | – | 2,570 | – | 0.10% | – |
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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% |