SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $17,371 | +8.7% | 139 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,986 | -39.2% | 139 | -35.0% | 0.00% | -42.9% |
| Q2 2023 | $26,294 | -0.7% | 214 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $26,473 | -1.1% | 214 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $26,773 | +40.9% | 214 | +19.6% | 0.01% | +40.0% |
| Q3 2022 | $19,000 | -9.5% | 179 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $21,000 | -4.5% | 179 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | +69.2% | 179 | +72.1% | 0.01% | +66.7% |
| Q4 2021 | $13,000 | +8.3% | 104 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +50.0% | 104 | +23.8% | 0.00% | +50.0% |
| Q4 2020 | $8,000 | +14.3% | 84 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -33.3% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | – | 84 | – | 0.00% | – |
Download | ||||||
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% |