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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $8,563,000 | -52.9% | 72,142 | -49.2% | 5.74% | -47.9% |
| Q1 2022 | $18,196,000 | +92.4% | 142,034 | +93.9% | 11.01% | +90.1% |
| Q4 2021 | $9,456,000 | +19.4% | 73,235 | +8.7% | 5.79% | +10.7% |
| Q3 2021 | $7,921,000 | +11.3% | 67,383 | +15.8% | 5.23% | +4.7% |
| Q2 2021 | $7,116,000 | -17.0% | 58,198 | -19.8% | 5.00% | -16.4% |
| Q1 2021 | $8,569,000 | +6.3% | 72,598 | -4.6% | 5.97% | -0.2% |
| Q4 2020 | $8,061,000 | +33.0% | 76,101 | +16.0% | 5.99% | +15.6% |
| Q3 2020 | $6,063,000 | -4.7% | 65,616 | -5.9% | 5.18% | -9.2% |
| Q2 2020 | $6,359,000 | +2957.2% | 69,723 | +3339.7% | 5.70% | +2948.7% |
| Q3 2019 | $208,000 | – | 2,027 | – | 0.19% | – |
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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% |