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 | $212,678 | -5.5% | 1,849 | +0.7% | 0.01% | -8.3% |
| Q2 2023 | $225,172 | -0.2% | 1,837 | +0.7% | 0.01% | -7.7% |
| Q1 2023 | $225,719 | -0.5% | 1,825 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $226,913 | +12.9% | 1,814 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $201,000 | -19.0% | 1,801 | -13.8% | 0.01% | -18.8% |
| Q2 2022 | $248,000 | -6.8% | 2,089 | +0.5% | 0.02% | -5.9% |
| Q1 2022 | $266,000 | -0.4% | 2,078 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $267,000 | +7.2% | 2,067 | -2.5% | 0.02% | 0.0% |
| Q3 2021 | $249,000 | -10.4% | 2,120 | -6.7% | 0.02% | -22.7% |
| Q2 2021 | $278,000 | -0.4% | 2,272 | -3.8% | 0.02% | -63.9% |
| Q1 2021 | $279,000 | +12.0% | 2,361 | +0.5% | 0.06% | 0.0% |
| Q4 2020 | $249,000 | +18.0% | 2,349 | +2.7% | 0.06% | -4.7% |
| Q3 2020 | $211,000 | +1.4% | 2,288 | +0.6% | 0.06% | +1.6% |
| Q2 2020 | $208,000 | -14.4% | 2,275 | +0.6% | 0.06% | -14.9% |
| Q4 2019 | $243,000 | +20.9% | 2,262 | +15.2% | 0.07% | -3.9% |
| Q3 2019 | $201,000 | – | 1,964 | – | 0.08% | – |
Download | ||||||
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% |