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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $92,303 | -0.9% | 753 | 0.0% | 0.06% | +5.7% |
| Q1 2023 | $93,154 | -3.0% | 753 | 0.0% | 0.05% | -1.9% |
| Q1 2022 | $96,000 | +52.4% | 753 | +19.5% | 0.05% | -1.8% |
| Q1 2019 | $63,000 | +293.8% | 630 | +260.0% | 0.06% | +243.8% |
| Q4 2018 | $16,000 | -5.9% | 175 | 0.0% | 0.02% | +6.7% |
| Q3 2018 | $17,000 | +6.2% | 175 | 0.0% | 0.02% | +7.1% |
| Q2 2018 | $16,000 | 0.0% | 175 | 0.0% | 0.01% | -6.7% |
| Q1 2018 | $16,000 | -5.9% | 175 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $17,000 | +6.2% | 175 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $16,000 | 0.0% | 175 | 0.0% | 0.02% | -6.2% |
| Q2 2017 | $16,000 | +6.7% | 175 | 0.0% | 0.02% | +6.7% |
| Q1 2017 | $15,000 | 0.0% | 175 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $15,000 | – | 175 | – | 0.02% | – |
Download | ||||||
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% |