SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $107,258 | +0.2% | 875 | +1.2% | 0.01% | -7.7% |
| Q1 2023 | $107,010 | -1.1% | 865 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $108,220 | +12.7% | 865 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $96,000 | -6.8% | 865 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $103,000 | -7.2% | 865 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $111,000 | -0.9% | 865 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $112,000 | +9.8% | 865 | 0.0% | 0.01% | +9.1% |
| Q3 2021 | $102,000 | -3.8% | 865 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $106,000 | +3.9% | 865 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $102,000 | +70.0% | 865 | +53.1% | 0.01% | +50.0% |
| Q4 2020 | $60,000 | +300.0% | 565 | +242.4% | 0.01% | +300.0% |
| Q3 2020 | $15,000 | -65.9% | 165 | -65.9% | 0.00% | -75.0% |
| Q2 2020 | $44,000 | +12.8% | 484 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $39,000 | -93.6% | 484 | -92.6% | 0.01% | -97.1% |
| Q4 2017 | $614,000 | +326.4% | 6,500 | +312.7% | 0.28% | +288.7% |
| Q3 2017 | $144,000 | +18.0% | 1,575 | +14.5% | 0.07% | +34.0% |
| Q2 2017 | $122,000 | – | 1,375 | – | 0.05% | – |
Download | ||||||
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% |