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 | $59,567 | -41.4% | 518 | -37.6% | 0.01% | -41.7% |
| Q2 2023 | $101,686 | -0.3% | 830 | +0.7% | 0.01% | -7.7% |
| Q1 2023 | $101,942 | +81.0% | 824 | +83.1% | 0.01% | +85.7% |
| Q4 2022 | $56,326 | -78.9% | 450 | -87.8% | 0.01% | -91.5% |
| Q3 2015 | $267,000 | -79.1% | 3,694 | -77.9% | 0.08% | -74.7% |
| Q2 2015 | $1,277,000 | -58.3% | 16,751 | -57.2% | 0.32% | -54.9% |
| Q1 2015 | $3,060,000 | -29.5% | 39,129 | -29.0% | 0.72% | -27.8% |
| Q4 2014 | $4,343,000 | -11.3% | 55,113 | -15.6% | 0.99% | -10.7% |
| Q3 2014 | $4,894,000 | -27.1% | 65,305 | -25.5% | 1.11% | -26.4% |
| Q2 2014 | $6,714,000 | -20.9% | 87,666 | -24.0% | 1.51% | -22.6% |
| Q1 2014 | $8,488,000 | -52.5% | 115,355 | -53.2% | 1.95% | -53.5% |
| Q4 2013 | $17,882,000 | +9.3% | 246,243 | +3.7% | 4.20% | +11.0% |
| Q3 2013 | $16,366,000 | +17310.6% | 237,391 | +16736.2% | 3.78% | +16356.5% |
| Q2 2013 | $94,000 | – | 1,410 | – | 0.02% | – |
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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% |