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 | $3,930,018 | +88.9% | 34,172 | +101.3% | 0.78% | +57.7% |
| Q2 2023 | $2,080,530 | -0.3% | 16,973 | +0.7% | 0.49% | -6.3% |
| Q1 2023 | $2,085,759 | -0.5% | 16,860 | +0.6% | 0.53% | -0.2% |
| Q4 2022 | $2,097,002 | +13.0% | 16,761 | +0.7% | 0.53% | +6.7% |
| Q3 2022 | $1,856,000 | -5.5% | 16,642 | +0.6% | 0.50% | -2.8% |
| Q2 2022 | $1,963,000 | -6.7% | 16,535 | +0.7% | 0.51% | +5.4% |
| Q1 2022 | $2,105,000 | -0.1% | 16,428 | +0.6% | 0.48% | -4.7% |
| Q4 2021 | $2,108,000 | +10.7% | 16,328 | +0.8% | 0.51% | -2.3% |
| Q3 2021 | $1,905,000 | -3.2% | 16,203 | +0.7% | 0.52% | 0.0% |
| Q2 2021 | $1,967,000 | +4.2% | 16,087 | +0.6% | 0.52% | +112.7% |
| Q1 2021 | $1,887,000 | +12.2% | 15,987 | +0.7% | 0.24% | -52.6% |
| Q4 2020 | $1,682,000 | +15.8% | 15,876 | +0.9% | 0.52% | +0.8% |
| Q3 2020 | $1,453,000 | +2.0% | 15,727 | +0.7% | 0.51% | -3.9% |
| Q2 2020 | $1,424,000 | +15.1% | 15,610 | +0.7% | 0.53% | +2.5% |
| Q1 2020 | $1,237,000 | -14.7% | 15,496 | +15.0% | 0.52% | +60.7% |
| Q4 2019 | $1,450,000 | +22.7% | 13,476 | +17.0% | 0.32% | +9.1% |
| Q3 2019 | $1,182,000 | +2.3% | 11,522 | +0.7% | 0.30% | -53.5% |
| Q2 2019 | $1,155,000 | – | 11,445 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |