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 | $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 | 2,370,763 | $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% |