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 | $344,110 | -53.6% | 2,992 | -50.6% | 0.03% | -49.2% |
| Q2 2023 | $742,099 | -0.9% | 6,054 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $748,940 | -7.7% | 6,054 | -16.8% | 0.07% | -91.9% |
| Q3 2022 | $811,000 | -6.0% | 7,274 | 0.0% | 0.82% | +931.6% |
| Q2 2022 | $863,000 | -8.1% | 7,274 | 0.0% | 0.08% | +8.2% |
| Q4 2021 | $939,000 | +9.8% | 7,274 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $855,000 | -3.8% | 7,274 | 0.0% | 0.07% | -5.3% |
| Q2 2021 | $889,000 | +151.8% | 7,274 | +143.1% | 0.08% | +347.1% |
| Q1 2021 | $353,000 | -56.8% | 2,992 | -61.3% | 0.02% | -77.6% |
| Q4 2020 | $818,000 | -20.5% | 7,738 | -30.5% | 0.08% | -29.0% |
| Q3 2020 | $1,029,000 | +0.9% | 11,139 | -0.4% | 0.11% | -4.5% |
| Q2 2020 | $1,020,000 | -2.4% | 11,183 | -14.5% | 0.11% | -15.8% |
| Q1 2020 | $1,045,000 | -25.6% | 13,086 | +0.2% | 0.13% | -10.7% |
| Q4 2019 | $1,405,000 | – | 13,061 | – | 0.15% | – |
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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% |