SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,030,942 | -6.2% | 87,218 | -0.0% | 1.05% | -8.0% |
Q2 2023 | $10,694,737 | -2.9% | 87,247 | -2.0% | 1.14% | -13.3% |
Q1 2023 | $11,009,200 | -1.8% | 88,992 | -0.7% | 1.31% | -7.6% |
Q4 2022 | $11,213,484 | +12.0% | 89,629 | -0.2% | 1.42% | -5.3% |
Q3 2022 | $10,010,000 | -5.8% | 89,777 | +0.3% | 1.50% | -8.6% |
Q2 2022 | $10,621,000 | -8.3% | 89,483 | -1.0% | 1.64% | -2.2% |
Q1 2022 | $11,584,000 | -4.2% | 90,424 | -3.5% | 1.68% | -1.9% |
Q4 2021 | $12,098,000 | +8.8% | 93,695 | -1.0% | 1.71% | -1.0% |
Q3 2021 | $11,123,000 | -4.4% | 94,625 | -0.6% | 1.73% | -5.3% |
Q2 2021 | $11,638,000 | +1.0% | 95,175 | -2.5% | 1.83% | -6.6% |
Q1 2021 | $11,523,000 | +6.0% | 97,630 | -4.8% | 1.96% | -2.9% |
Q4 2020 | $10,866,000 | +7.1% | 102,577 | -6.6% | 2.01% | -4.7% |
Q3 2020 | $10,150,000 | -4.1% | 109,845 | -5.3% | 2.11% | -7.3% |
Q2 2020 | $10,583,000 | -30.6% | 116,040 | -39.3% | 2.28% | -41.9% |
Q1 2020 | $15,257,000 | -17.5% | 191,043 | +11.1% | 3.93% | +7.0% |
Q4 2019 | $18,495,000 | -2.3% | 171,939 | -6.8% | 3.67% | -4.2% |
Q3 2019 | $18,928,000 | -0.6% | 184,482 | -2.3% | 3.83% | -0.5% |
Q2 2019 | $19,049,000 | +1.0% | 188,828 | -0.5% | 3.85% | -0.9% |
Q1 2019 | $18,867,000 | +10.2% | 189,788 | -0.8% | 3.89% | -1.7% |
Q4 2018 | $17,120,000 | – | 191,244 | – | 3.96% | – |
Download |
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% |