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 | $826,692 | -6.2% | 7,188 | 0.0% | 0.25% | -2.7% |
Q2 2023 | $881,105 | -0.9% | 7,188 | 0.0% | 0.26% | -10.6% |
Q1 2023 | $889,227 | -1.1% | 7,188 | 0.0% | 0.29% | -10.2% |
Q4 2022 | $899,291 | +12.3% | 7,188 | 0.0% | 0.32% | +0.6% |
Q3 2022 | $801,000 | -6.5% | 7,188 | -0.4% | 0.32% | -4.4% |
Q2 2022 | $857,000 | -7.4% | 7,220 | 0.0% | 0.34% | +15.8% |
Q1 2022 | $925,000 | – | 7,220 | – | 0.29% | – |
Download |
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% |