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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202 | -10.2% | 1,754 | -4.3% | 0.04% | -7.5% |
| Q2 2023 | $225 | -0.4% | 1,833 | 0.0% | 0.04% | -9.1% |
| Q1 2023 | $226 | -3.8% | 1,833 | 0.0% | 0.04% | -10.2% |
| Q4 2022 | $235 | -99.9% | 1,833 | +10.3% | 0.05% | +22.5% |
| Q1 2022 | $216,000 | -0.5% | 1,662 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $217,000 | +6.9% | 1,662 | 0.0% | 0.04% | -9.1% |
| Q2 2021 | $203,000 | -0.5% | 1,662 | -25.8% | 0.04% | -32.3% |
| Q2 2020 | $204,000 | -1.9% | 2,240 | +15.8% | 0.06% | -15.6% |
| Q4 2019 | $208,000 | -43.9% | 1,934 | -47.3% | 0.08% | -52.8% |
| Q2 2019 | $371,000 | +1.6% | 3,667 | 0.0% | 0.16% | -20.5% |
| Q1 2019 | $365,000 | +11.3% | 3,667 | 0.0% | 0.20% | -8.5% |
| Q4 2018 | $328,000 | -8.6% | 3,667 | 0.0% | 0.22% | -3.9% |
| Q3 2018 | $359,000 | +5.6% | 3,667 | 0.0% | 0.23% | -12.4% |
| Q2 2018 | $340,000 | +1.8% | 3,667 | 0.0% | 0.27% | -5.7% |
| Q1 2018 | $334,000 | -3.5% | 3,667 | 0.0% | 0.28% | -5.4% |
| Q4 2017 | $346,000 | – | 3,667 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |