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 | $397 | -29.2% | 3,454 | -24.5% | 0.08% | -25.0% |
| Q2 2023 | $561 | -9.1% | 4,573 | -8.3% | 0.11% | -13.6% |
| Q1 2023 | $617 | +40.5% | 4,988 | +42.3% | 0.12% | +11.6% |
| Q4 2022 | $439 | -99.9% | 3,506 | 0.0% | 0.11% | -4.3% |
| Q3 2022 | $391,000 | -1.8% | 3,506 | +4.5% | 0.12% | +3.5% |
| Q2 2022 | $398,000 | -57.5% | 3,356 | -54.1% | 0.11% | -53.7% |
| Q1 2022 | $936,000 | -0.7% | 7,305 | 0.0% | 0.24% | -15.0% |
| Q4 2021 | $943,000 | +9.8% | 7,305 | 0.0% | 0.29% | -0.3% |
| Q3 2021 | $859,000 | -15.6% | 7,305 | -12.3% | 0.29% | -18.2% |
| Q2 2021 | $1,018,000 | +3.6% | 8,325 | 0.0% | 0.35% | -6.6% |
| Q1 2021 | $983,000 | +9.5% | 8,325 | -1.9% | 0.38% | +2.7% |
| Q4 2020 | $898,000 | +7.2% | 8,482 | -6.5% | 0.37% | -4.4% |
| Q3 2020 | $838,000 | -7.4% | 9,072 | -8.6% | 0.38% | -18.6% |
| Q2 2020 | $905,000 | -11.9% | 9,924 | -22.8% | 0.47% | -29.9% |
| Q1 2020 | $1,027,000 | – | 12,854 | – | 0.67% | – |
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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% |