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 | $1,151,098 | -8.4% | 10,009 | -2.4% | 0.08% | -7.1% |
| Q2 2023 | $1,257,036 | -3.7% | 10,255 | -2.8% | 0.08% | -18.4% |
| Q1 2023 | $1,305,279 | +10.2% | 10,551 | +11.5% | 0.10% | -1.9% |
| Q4 2022 | $1,184,374 | +32.2% | 9,467 | +17.7% | 0.10% | +25.0% |
| Q3 2022 | $896,000 | +144.1% | 8,044 | +159.6% | 0.08% | +140.0% |
| Q2 2022 | $367,000 | +39.0% | 3,099 | +50.1% | 0.04% | +59.1% |
| Q1 2022 | $264,000 | +29.4% | 2,064 | +30.4% | 0.02% | +37.5% |
| Q4 2021 | $204,000 | +27.5% | 1,583 | +15.9% | 0.02% | -23.8% |
| Q3 2021 | $160,000 | -24.9% | 1,366 | -39.5% | 0.02% | -71.6% |
| Q4 2017 | $213,000 | -9.7% | 2,257 | -16.3% | 0.07% | -26.7% |
| Q1 2017 | $236,000 | -7.8% | 2,695 | -10.0% | 0.10% | -25.2% |
| Q4 2016 | $256,000 | – | 2,995 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |