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 | 2,370,763 | $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% |