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 | $531,240 | +1.0% | 4,177 | +4.3% | 0.06% | -3.2% |
| Q1 2024 | $525,748 | +14.9% | 4,006 | +9.4% | 0.06% | +3.3% |
| Q4 2023 | $457,506 | +5.4% | 3,661 | -3.0% | 0.06% | -4.8% |
| 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% | – |
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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% |