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 | $433,959 | -7.4% | 3,773 | -1.3% | 0.06% | -6.0% |
Q2 2023 | $468,508 | -1.6% | 3,822 | -0.6% | 0.07% | -6.9% |
Q1 2023 | $475,894 | +0.3% | 3,847 | +1.5% | 0.07% | -6.5% |
Q4 2022 | $474,341 | +7.8% | 3,791 | -3.9% | 0.08% | -8.3% |
Q3 2022 | $440,000 | -4.8% | 3,945 | +1.3% | 0.08% | -1.2% |
Q2 2022 | $462,000 | -20.3% | 3,894 | -13.9% | 0.08% | -12.4% |
Q1 2022 | $580,000 | +177.5% | 4,525 | +132.6% | 0.10% | +223.3% |
Q4 2019 | $209,000 | – | 1,945 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |