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 | $224,270 | -41.4% | 1,950 | -37.5% | 0.02% | -39.0% |
| Q2 2023 | $382,450 | -1.2% | 3,120 | -0.3% | 0.04% | -8.9% |
| Q1 2023 | $387,212 | -46.0% | 3,130 | -45.4% | 0.04% | -48.9% |
| Q4 2022 | $716,880 | +11.5% | 5,730 | -0.7% | 0.09% | -18.5% |
| Q3 2022 | $643,000 | -11.2% | 5,770 | -5.4% | 0.11% | -10.0% |
| Q2 2022 | $724,000 | +66.8% | 6,098 | +80.1% | 0.12% | +79.1% |
| Q1 2022 | $434,000 | +22.6% | 3,385 | +23.3% | 0.07% | +24.1% |
| Q4 2021 | $354,000 | +3440.0% | 2,745 | +2350.9% | 0.05% | +1700.0% |
| Q3 2020 | $10,000 | – | 112 | – | 0.00% | – |
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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% |