SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,022 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,189,800 | -8.6% | 17,218 | -5.7% | 0.07% | -10.7% |
| Q1 2024 | $2,396,761 | -3.6% | 18,262 | -8.2% | 0.08% | -12.8% |
| Q4 2023 | $2,485,428 | +9.5% | 19,888 | +0.7% | 0.09% | -24.6% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |