SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $579,078 | -9.4% | 5,107 | +0.1% | 0.05% | -6.9% |
| Q2 2023 | $639,422 | -13.9% | 5,102 | -15.0% | 0.06% | -27.5% |
| Q1 2023 | $742,866 | +6.2% | 6,005 | +10.9% | 0.08% | -30.4% |
| Q4 2022 | $699,717 | +46.4% | 5,417 | +32.2% | 0.12% | -43.3% |
| Q3 2022 | $478,000 | +18.9% | 4,098 | +20.8% | 0.20% | +16.0% |
| Q2 2022 | $402,000 | -9.7% | 3,392 | -1.6% | 0.18% | +1.2% |
| Q1 2022 | $445,000 | +66.7% | 3,447 | +62.7% | 0.17% | +55.9% |
| Q4 2021 | $267,000 | +28.4% | 2,118 | +24.1% | 0.11% | +40.5% |
| Q3 2021 | $208,000 | -44.4% | 1,707 | -56.2% | 0.08% | -60.5% |
| Q3 2020 | $374,000 | +4.2% | 3,901 | -1.8% | 0.20% | -8.7% |
| Q2 2020 | $359,000 | +6.5% | 3,974 | -1.2% | 0.22% | -12.7% |
| Q1 2020 | $337,000 | +48.5% | 4,024 | +90.5% | 0.25% | +69.6% |
| Q4 2019 | $227,000 | +6.6% | 2,112 | -2.1% | 0.15% | -15.9% |
| Q3 2019 | $213,000 | -7.4% | 2,158 | -4.7% | 0.18% | -20.0% |
| Q2 2019 | $230,000 | -50.7% | 2,265 | -51.3% | 0.22% | -56.2% |
| Q1 2019 | $467,000 | -12.9% | 4,647 | -22.4% | 0.50% | -29.3% |
| Q4 2018 | $536,000 | – | 5,986 | – | 0.71% | – |
Download | ||||||
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% |