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 | $185,000 | +20.1% | 1,555 | +6.9% | 0.04% | +12.5% |
Q4 2020 | $154,000 | -10.5% | 1,455 | -14.7% | 0.04% | -20.0% |
Q2 2019 | $172,000 | +1.8% | 1,705 | 0.0% | 0.05% | 0.0% |
Q1 2019 | $169,000 | +1.2% | 1,705 | -5.5% | 0.05% | -33.3% |
Q2 2018 | $167,000 | -49.8% | 1,805 | -50.6% | 0.08% | -56.1% |
Q1 2018 | $333,000 | -1.2% | 3,656 | +2.4% | 0.17% | -10.9% |
Q4 2017 | $337,000 | – | 3,569 | – | 0.19% | – |
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% |