SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,270,485 | -17.7% | 19,742 | -12.3% | 0.11% | -14.3% |
| Q2 2023 | $2,760,157 | +6.1% | 22,517 | +7.1% | 0.13% | -16.9% |
| Q1 2023 | $2,602,130 | -5.2% | 21,034 | -4.1% | 0.16% | -17.9% |
| Q4 2022 | $2,743,805 | +13.9% | 21,931 | +1.5% | 0.20% | -1.5% |
| Q3 2022 | $2,408,000 | -5.3% | 21,600 | +0.8% | 0.20% | -6.6% |
| Q2 2022 | $2,542,000 | -23.2% | 21,421 | -17.1% | 0.21% | -9.8% |
| Q1 2022 | $3,311,000 | -1.0% | 25,847 | -0.2% | 0.24% | -6.0% |
| Q4 2021 | $3,343,000 | +186.2% | 25,888 | +160.5% | 0.25% | +56.2% |
| Q3 2021 | $1,168,000 | +64.0% | 9,938 | +70.8% | 0.16% | +26.0% |
| Q2 2021 | $712,000 | +39.3% | 5,819 | +34.4% | 0.13% | +28.3% |
| Q1 2021 | $511,000 | – | 4,329 | – | 0.10% | – |
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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% |