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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $211,686 | -98.1% | 1,692 | -98.1% | 0.07% | -97.0% |
| Q1 2022 | $11,117,000 | -6.4% | 86,777 | -5.7% | 2.40% | +4.1% |
| Q4 2021 | $11,877,000 | +25.4% | 91,983 | +14.2% | 2.30% | +17.3% |
| Q3 2021 | $9,470,000 | -4.5% | 80,560 | -0.6% | 1.96% | -3.2% |
| Q2 2021 | $9,915,000 | +0.6% | 81,087 | -2.9% | 2.03% | -6.3% |
| Q1 2021 | $9,858,000 | +8.6% | 83,521 | -2.6% | 2.16% | +12.4% |
| Q4 2020 | $9,080,000 | +2.8% | 85,721 | -10.3% | 1.92% | -29.6% |
| Q3 2020 | $8,832,000 | +474.3% | 95,585 | +466.9% | 2.73% | +513.0% |
| Q2 2020 | $1,538,000 | +24.7% | 16,860 | +9.2% | 0.45% | -43.3% |
| Q1 2020 | $1,233,000 | – | 15,444 | – | 0.79% | – |
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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% |