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 | ||||
|---|---|---|---|---|---|---|
| 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 | 2,370,763 | $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% |