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 | $750,670 | -5.5% | 6,527 | +0.7% | 0.76% | +6.6% |
| Q2 2023 | $794,325 | -5.9% | 6,480 | -5.0% | 0.71% | -6.7% |
| Q1 2023 | $843,933 | +2.9% | 6,822 | +4.1% | 0.76% | +5.4% |
| Q4 2022 | $820,257 | -32.2% | 6,556 | -39.5% | 0.72% | -44.7% |
| Q3 2022 | $1,209,000 | +43.1% | 10,839 | +52.3% | 1.31% | +81.5% |
| Q2 2022 | $845,000 | -44.3% | 7,118 | -39.9% | 0.72% | -32.9% |
| Q1 2022 | $1,518,000 | -0.7% | 11,849 | +0.1% | 1.08% | +1.3% |
| Q4 2021 | $1,528,000 | +184.0% | 11,837 | +158.4% | 1.06% | +145.5% |
| Q3 2021 | $538,000 | – | 4,581 | – | 0.43% | – |
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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% |