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 | $291,781 | -1.4% | 2,537 | +5.1% | 0.03% | +3.0% |
| Q2 2023 | $295,908 | -4.7% | 2,414 | -3.8% | 0.03% | -8.3% |
| Q1 2023 | $310,512 | +1.9% | 2,510 | +3.1% | 0.04% | -5.3% |
| Q4 2022 | $304,642 | +12.4% | 2,435 | 0.0% | 0.04% | +2.7% |
| Q3 2022 | $271,000 | +34.2% | 2,435 | +43.0% | 0.04% | +42.3% |
| Q2 2022 | $202,000 | -19.2% | 1,703 | -19.8% | 0.03% | -29.7% |
| Q1 2021 | $250,000 | +7.3% | 2,124 | -3.6% | 0.04% | +2.8% |
| Q4 2020 | $233,000 | +12.6% | 2,204 | -2.0% | 0.04% | +2.9% |
| Q3 2020 | $207,000 | +0.5% | 2,249 | -0.7% | 0.04% | -5.4% |
| Q2 2020 | $206,000 | -8.8% | 2,265 | -29.7% | 0.04% | -21.3% |
| Q1 2020 | $226,000 | -87.4% | 3,220 | -80.7% | 0.05% | -85.6% |
| Q4 2019 | $1,796,000 | +8.8% | 16,705 | +3.8% | 0.33% | +4.5% |
| Q3 2019 | $1,651,000 | +9.0% | 16,097 | +7.2% | 0.31% | +3.3% |
| Q2 2019 | $1,515,000 | +15.0% | 15,021 | +13.4% | 0.30% | +10.2% |
| Q1 2019 | $1,317,000 | -15.6% | 13,251 | -14.6% | 0.28% | -21.7% |
| Q4 2018 | $1,561,000 | – | 15,518 | – | 0.35% | – |
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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% |