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 | $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% | – |
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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% |