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 | $273,935 | -5.6% | 2,382 | +0.7% | 0.08% | -7.0% |
| Q2 2023 | $290,048 | -0.3% | 2,366 | +0.6% | 0.09% | -5.5% |
| Q1 2023 | $290,888 | -0.9% | 2,351 | +0.2% | 0.09% | -8.1% |
| Q4 2022 | $293,518 | +12.5% | 2,346 | +0.3% | 0.10% | +2.1% |
| Q3 2022 | $261,000 | +6.1% | 2,340 | +12.7% | 0.10% | +15.5% |
| Q2 2022 | $246,000 | -7.2% | 2,077 | +0.3% | 0.08% | +6.3% |
| Q1 2022 | $265,000 | 0.0% | 2,071 | +1.1% | 0.08% | +8.2% |
| Q4 2021 | $265,000 | +10.4% | 2,049 | +0.3% | 0.07% | +28.1% |
| Q3 2021 | $240,000 | -0.8% | 2,043 | +3.1% | 0.06% | +1.8% |
| Q2 2021 | $242,000 | – | 1,982 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |