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 | $59 | -6.3% | 516 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $63 | -1.6% | 516 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $64 | +16.4% | 516 | +3.2% | 0.02% | 0.0% |
| Q4 2022 | $55 | -99.9% | 500 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $56,000 | -5.1% | 500 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $59,000 | -7.8% | 500 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $64,000 | -1.5% | 500 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $65,000 | +10.2% | 500 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $59,000 | -3.3% | 500 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $61,000 | +3.4% | 500 | 0.0% | 0.02% | -9.5% |
| Q1 2021 | $59,000 | +11.3% | 500 | 0.0% | 0.02% | +23.5% |
| Q4 2020 | $53,000 | +15.2% | 500 | 0.0% | 0.02% | +13.3% |
| Q3 2020 | $46,000 | 0.0% | 500 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $46,000 | +15.0% | 500 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $40,000 | – | 500 | – | 0.02% | – |
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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% |