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 | $218 | +8.5% | 1,897 | +16.6% | 0.02% | +4.5% |
| Q1 2023 | $201 | +0.5% | 1,627 | +1.7% | 0.02% | 0.0% |
| Q4 2022 | $200 | -99.9% | 1,600 | -18.1% | 0.02% | +4.8% |
| Q4 2021 | $252,000 | +10.0% | 1,954 | +0.1% | 0.02% | +10.5% |
| Q3 2021 | $229,000 | -74.0% | 1,952 | -81.1% | 0.02% | -82.9% |
| Q4 2016 | $882,000 | +3.6% | 10,311 | +2.3% | 0.11% | -26.5% |
| Q3 2016 | $851,000 | -20.6% | 10,082 | -49.6% | 0.15% | +23.8% |
| Q2 2016 | $1,072,000 | +35.4% | 19,996 | +101.8% | 0.12% | -40.5% |
| Q1 2016 | $792,000 | – | 9,910 | – | 0.20% | – |
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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% |