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 | $119,349 | -5.7% | 1,038 | +0.5% | 0.03% | -2.9% |
| Q2 2023 | $126,587 | -0.5% | 1,033 | +0.4% | 0.03% | -2.9% |
| Q1 2023 | $127,249 | -0.7% | 1,029 | +0.5% | 0.04% | -5.4% |
| Q4 2022 | $128,130 | +56.3% | 1,024 | +39.7% | 0.04% | +37.0% |
| Q3 2022 | $82,000 | -5.7% | 733 | +0.4% | 0.03% | 0.0% |
| Q2 2022 | $87,000 | +4.8% | 730 | +12.5% | 0.03% | +22.7% |
| Q1 2022 | $83,000 | 0.0% | 649 | +0.3% | 0.02% | +10.0% |
| Q4 2021 | $83,000 | -10.8% | 647 | -17.8% | 0.02% | -25.9% |
| Q1 2021 | $93,000 | +190.6% | 787 | +124.9% | 0.03% | +145.5% |
| Q3 2020 | $32,000 | -23.8% | 350 | -23.9% | 0.01% | -38.9% |
| Q3 2017 | $42,000 | – | 460 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |