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 | $5,803,577 | -7.1% | 50,461 | -1.0% | 2.43% | -7.7% |
| Q2 2023 | $6,245,164 | +13.0% | 50,948 | +14.1% | 2.63% | +4.6% |
| Q1 2023 | $5,525,435 | +8.7% | 44,664 | +10.0% | 2.52% | +4.3% |
| Q4 2022 | $5,080,895 | +20.5% | 40,611 | +7.4% | 2.41% | +8.0% |
| Q3 2022 | $4,217,000 | +6.0% | 37,819 | +12.8% | 2.24% | -0.3% |
| Q2 2022 | $3,980,000 | +3.1% | 33,536 | +11.3% | 2.24% | +19.3% |
| Q1 2022 | $3,861,000 | +16.0% | 30,137 | +16.9% | 1.88% | +11.2% |
| Q4 2021 | $3,329,000 | +135.6% | 25,783 | +114.4% | 1.69% | +100.5% |
| Q3 2021 | $1,413,000 | +230.9% | 12,023 | +244.5% | 0.84% | +203.2% |
| Q2 2021 | $427,000 | – | 3,490 | – | 0.28% | – |
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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% |