SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $350,082 | -9.4% | 3,044 | -3.4% | 0.08% | -9.7% |
Q2 2023 | $386,194 | -24.2% | 3,151 | -24.5% | 0.09% | -30.6% |
Q1 2023 | $509,417 | -5.0% | 4,176 | -2.5% | 0.13% | -5.0% |
Q4 2022 | $535,947 | +8.9% | 4,284 | -2.9% | 0.14% | -3.4% |
Q3 2022 | $492,000 | +16.9% | 4,411 | +32.7% | 0.15% | +36.4% |
Q2 2022 | $421,000 | -2.3% | 3,325 | -1.3% | 0.11% | +3.9% |
Q1 2022 | $431,000 | +12.2% | 3,368 | +13.2% | 0.10% | -6.4% |
Q4 2021 | $384,000 | +8.8% | 2,974 | -1.0% | 0.11% | -5.2% |
Q3 2021 | $353,000 | +0.9% | 3,004 | +4.9% | 0.12% | -0.9% |
Q2 2021 | $350,000 | +32.1% | 2,864 | +27.5% | 0.12% | +15.8% |
Q1 2021 | $265,000 | +103.8% | 2,246 | +60.4% | 0.10% | +9.8% |
Q2 2018 | $130,000 | – | 1,400 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |