SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,102,402 | -9.2% | 9,585 | -3.2% | 0.42% | -8.3% |
| Q2 2023 | $1,213,886 | -5.7% | 9,903 | -4.8% | 0.46% | -2.4% |
| Q1 2023 | $1,287,438 | -13.4% | 10,407 | -12.4% | 0.47% | -10.3% |
| Q4 2022 | $1,486,103 | -99.9% | 11,878 | -5.2% | 0.52% | -0.6% |
| Q3 2022 | $1,397,481,000 | +114541.6% | 12,533 | +22.0% | 0.52% | +16.4% |
| Q2 2022 | $1,219,000 | -13.4% | 10,273 | -6.5% | 0.45% | +1.8% |
| Q1 2022 | $1,408,000 | +5.2% | 10,992 | +6.0% | 0.44% | +7.8% |
| Q4 2021 | $1,339,000 | +9.8% | 10,370 | 0.0% | 0.41% | +1.2% |
| Q3 2021 | $1,219,000 | – | 10,370 | – | 0.41% | – |
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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% |