SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,145 | -6.2% | 436 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $53,445 | -0.9% | 436 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $53,938 | -1.1% | 436 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $54,548 | +39.9% | 436 | +26.0% | 0.01% | +18.2% |
| Q3 2022 | $39,000 | -4.9% | 346 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $41,000 | -6.8% | 346 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $44,000 | -2.2% | 346 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $45,000 | +9.8% | 346 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $41,000 | -2.4% | 346 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $42,000 | +2.4% | 346 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $41,000 | +10.8% | 346 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $37,000 | +15.6% | 346 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $32,000 | 0.0% | 346 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $32,000 | -52.2% | 346 | -58.9% | 0.01% | -68.6% |
| Q1 2020 | $67,000 | +81.1% | 842 | +143.4% | 0.04% | +105.9% |
| Q4 2019 | $37,000 | +5.7% | 346 | 0.0% | 0.02% | -10.5% |
| Q3 2019 | $35,000 | – | 346 | – | 0.02% | – |
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% |