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 | 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% |