SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,708,730 | -7.2% | 32,247 | -1.1% | 1.07% | -5.3% |
Q2 2023 | $3,996,046 | -30.8% | 32,599 | -30.1% | 1.13% | -33.4% |
Q1 2023 | $5,770,828 | +100209.9% | 46,648 | +1.4% | 1.69% | +12000.0% |
Q4 2022 | $5,753 | -99.9% | 45,986 | +4.1% | 0.01% | +16.7% |
Q3 2022 | $4,925,000 | +1.4% | 44,170 | +7.9% | 0.01% | +9.1% |
Q2 2022 | $4,856,000 | +45.3% | 40,919 | +56.8% | 0.01% | +57.1% |
Q1 2022 | $3,343,000 | +5.5% | 26,100 | +6.4% | 0.01% | 0.0% |
Q4 2021 | $3,168,000 | +34.4% | 24,540 | +22.4% | 0.01% | +40.0% |
Q3 2021 | $2,357,000 | +14.6% | 20,057 | +19.3% | 0.01% | 0.0% |
Q2 2021 | $2,056,000 | +18.2% | 16,819 | +14.1% | 0.01% | 0.0% |
Q1 2021 | $1,740,000 | +15.6% | 14,747 | +3.8% | 0.01% | +25.0% |
Q4 2020 | $1,505,000 | +25.2% | 14,210 | +9.2% | 0.00% | +300.0% |
Q3 2020 | $1,202,000 | +8.1% | 13,017 | +6.7% | 0.00% | 0.0% |
Q2 2020 | $1,112,000 | +26.2% | 12,199 | +10.5% | 0.00% | 0.0% |
Q1 2020 | $881,000 | – | 11,042 | – | 0.00% | – |
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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% |