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 | $933,923 | -5.6% | 8,120 | +0.6% | 0.07% | -4.2% |
| Q2 2023 | $989,512 | +8.7% | 8,072 | +9.7% | 0.07% | -10.0% |
| Q1 2023 | $910,041 | -0.1% | 7,356 | +1.0% | 0.08% | -7.0% |
| Q4 2022 | $911,219 | -99.9% | 7,283 | +1.3% | 0.09% | +13.2% |
| Q3 2022 | $801,717,000 | -0.6% | 7,190 | +5.8% | 0.08% | 0.0% |
| Q2 2022 | $806,224,000 | +61.9% | 6,793 | +74.8% | 0.08% | +94.9% |
| Q1 2022 | $498,027,000 | -0.3% | 3,887 | +0.5% | 0.04% | +2.6% |
| Q4 2021 | $499,387,000 | +10.7% | 3,868 | +0.8% | 0.04% | -2.6% |
| Q3 2021 | $451,136,000 | -3.2% | 3,838 | +0.7% | 0.04% | -15.2% |
| Q2 2021 | $465,924,000 | +4.2% | 3,810 | +0.6% | 0.05% | -22.0% |
| Q1 2021 | $446,942,000 | +32.9% | 3,787 | +19.3% | 0.06% | +25.5% |
| Q4 2020 | $336,241,000 | – | 3,174 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |