SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,175 | -10.8% | 36,303 | -4.5% | 1.86% | -15.9% |
Q2 2023 | $4,679 | -0.4% | 38,008 | +0.1% | 2.22% | -0.9% |
Q1 2023 | $4,698 | -2.4% | 37,973 | -1.3% | 2.24% | -3.9% |
Q4 2022 | $4,815 | -99.9% | 38,482 | +0.7% | 2.33% | +6.7% |
Q3 2022 | $4,260,000 | -5.7% | 38,206 | +0.4% | 2.18% | -3.7% |
Q2 2022 | $4,516,000 | -6.2% | 38,045 | +1.2% | 2.26% | +10.2% |
Q1 2022 | $4,815,000 | – | 37,583 | – | 2.06% | – |
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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% |