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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $632,776 | -8.0% | 5,502 | -2.0% | 0.04% | -32.8% |
| Q2 2023 | $687,958 | +1.2% | 5,612 | +2.2% | 0.06% | -1.7% |
| Q1 2023 | $679,502 | -0.1% | 5,493 | +1.0% | 0.06% | -11.9% |
| Q4 2022 | $680,497 | +11.0% | 5,439 | -1.1% | 0.07% | +1.5% |
| Q3 2022 | $613,000 | -3.9% | 5,497 | +2.2% | 0.07% | +26.9% |
| Q2 2022 | $638,000 | +1.8% | 5,377 | +9.8% | 0.05% | -24.6% |
| Q1 2022 | $627,000 | +2.6% | 4,895 | +3.4% | 0.07% | +6.2% |
| Q4 2021 | $611,000 | +31.4% | 4,734 | +19.7% | 0.06% | +14.0% |
| Q3 2021 | $465,000 | -3.7% | 3,954 | +0.1% | 0.06% | -8.1% |
| Q2 2021 | $483,000 | +3.6% | 3,952 | +0.0% | 0.06% | -8.8% |
| Q1 2021 | $466,000 | +11.5% | 3,951 | +0.1% | 0.07% | +3.0% |
| Q4 2020 | $418,000 | -43.2% | 3,949 | +441.0% | 0.07% | +120.0% |
| Q2 2019 | $736,000 | – | 730 | – | 0.03% | – |
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% |