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 | $239,796 | -6.2% | 2,085 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $255,580 | -0.9% | 2,085 | 0.0% | 0.07% | -5.4% |
| Q1 2023 | $257,936 | -1.1% | 2,085 | 0.0% | 0.07% | -5.1% |
| Q4 2022 | $260,854 | -54.0% | 2,085 | -59.0% | 0.08% | -63.7% |
| Q3 2022 | $567,000 | -6.0% | 5,085 | 0.0% | 0.22% | +0.9% |
| Q2 2022 | $603,000 | -7.4% | 5,085 | 0.0% | 0.21% | +9.8% |
| Q1 2022 | $651,000 | -0.8% | 5,085 | 0.0% | 0.19% | -2.0% |
| Q4 2021 | $656,000 | +167.8% | 5,085 | +143.9% | 0.20% | +135.7% |
| Q3 2021 | $245,000 | -3.9% | 2,085 | 0.0% | 0.08% | -6.7% |
| Q2 2021 | $255,000 | -60.6% | 2,085 | -62.0% | 0.09% | -61.2% |
| Q1 2021 | $647,000 | +192.8% | 5,485 | +163.1% | 0.23% | +172.9% |
| Q4 2020 | $221,000 | -56.4% | 2,085 | -62.0% | 0.08% | -59.7% |
| Q3 2020 | $507,000 | – | 5,485 | – | 0.21% | – |
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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% |