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 | $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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |