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 | $21,277 | -6.2% | 185 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,677 | -0.9% | 185 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,886 | +99404.3% | 185 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $23 | -99.9% | 185 | -40.1% | 0.01% | -38.1% |
| Q3 2022 | $35,000 | -5.4% | 309 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $37,000 | -7.5% | 309 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $40,000 | 0.0% | 309 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $40,000 | +11.1% | 309 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $36,000 | -5.3% | 309 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $38,000 | +153.3% | 309 | +149.2% | 0.02% | +150.0% |
| Q1 2021 | $15,000 | +15.4% | 124 | +0.8% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +550.0% | 123 | +392.0% | 0.01% | +300.0% |
| Q1 2020 | $2,000 | 0.0% | 25 | +66.7% | 0.00% | +100.0% |
| Q4 2019 | $2,000 | – | 15 | – | 0.00% | – |
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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% |