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 | $1,211,343 | -6.2% | 10,533 | 0.0% | 0.43% | -3.4% |
| Q2 2023 | $1,291,074 | -0.9% | 10,533 | 0.0% | 0.44% | -7.1% |
| Q1 2023 | $1,302,976 | -4.4% | 10,533 | -3.3% | 0.48% | -8.1% |
| Q4 2022 | $1,362,448 | +10.1% | 10,890 | -2.0% | 0.52% | -0.6% |
| Q3 2022 | $1,238,000 | -2.3% | 11,110 | +4.0% | 0.52% | +5.0% |
| Q2 2022 | $1,267,000 | -12.6% | 10,680 | -5.6% | 0.50% | -0.2% |
| Q1 2022 | $1,449,000 | -11.8% | 11,314 | -11.1% | 0.50% | -7.8% |
| Q4 2021 | $1,643,000 | +8.0% | 12,726 | -1.6% | 0.54% | -2.0% |
| Q3 2021 | $1,521,000 | -4.6% | 12,935 | -0.8% | 0.55% | -5.7% |
| Q2 2021 | $1,594,000 | +0.1% | 13,035 | -3.4% | 0.58% | -6.3% |
| Q1 2021 | $1,593,000 | +11.5% | 13,497 | 0.0% | 0.62% | +6.1% |
| Q4 2020 | $1,429,000 | +15.3% | 13,497 | +0.6% | 0.59% | +2.4% |
| Q3 2020 | $1,239,000 | -5.3% | 13,417 | -6.5% | 0.57% | -9.9% |
| Q2 2020 | $1,308,000 | +47.3% | 14,344 | +28.9% | 0.64% | +31.2% |
| Q1 2020 | $888,000 | +982.9% | 11,131 | +1356.9% | 0.48% | +1412.5% |
| Q4 2019 | $82,000 | +7.9% | 764 | -2.2% | 0.03% | 0.0% |
| Q3 2018 | $76,000 | -67.4% | 781 | -71.8% | 0.03% | -75.8% |
| Q3 2016 | $233,000 | +258.5% | 2,768 | +236.7% | 0.13% | +256.8% |
| Q4 2014 | $65,000 | – | 822 | – | 0.04% | – |
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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% |