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 | $3,391 | -5.6% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,591 | -0.2% | 29 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,599 | -0.5% | 29 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $3,618 | +20.6% | 29 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 29 | +3.6% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | +33.3% | 28 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 28 | +3.7% | 0.00% | -33.3% |
| Q4 2020 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 27 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $2,000 | -99.5% | 27 | -99.4% | 0.00% | -99.2% |
| Q1 2020 | $374,000 | -54.7% | 4,680 | -39.1% | 0.25% | -49.7% |
| Q4 2019 | $826,000 | +4.8% | 7,683 | 0.0% | 0.50% | +34.9% |
| Q3 2019 | $788,000 | +1.7% | 7,683 | 0.0% | 0.37% | -1.6% |
| Q2 2019 | $775,000 | +5.9% | 7,683 | +4.3% | 0.38% | -2.1% |
| Q1 2019 | $732,000 | – | 7,364 | – | 0.38% | – |
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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% |