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 | $256,929 | -6.1% | 2,234 | +0.1% | 0.03% | +10.3% |
| Q2 2023 | $273,628 | -94.5% | 2,232 | -94.5% | 0.03% | -95.0% |
| Q1 2023 | $4,975,960 | +1.6% | 40,223 | +2.7% | 0.58% | +13.3% |
| Q4 2022 | $4,899,808 | +48.1% | 39,164 | +32.0% | 0.51% | +33.5% |
| Q3 2022 | $3,308,000 | +222.4% | 29,670 | +243.1% | 0.38% | +253.7% |
| Q2 2022 | $1,026,000 | -7.4% | 8,648 | 0.0% | 0.11% | 0.0% |
| Q1 2022 | $1,108,000 | -0.8% | 8,648 | 0.0% | 0.11% | +2.9% |
| Q4 2021 | $1,117,000 | – | 8,648 | – | 0.10% | – |
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% |