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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,612 | -0.9% | 1,710 | 0.0% | 0.14% | -2.7% |
| Q1 2023 | $211,544 | -1.1% | 1,710 | 0.0% | 0.15% | +2.8% |
| Q4 2022 | $213,938 | +4.4% | 1,710 | -1.2% | 0.14% | +12.7% |
| Q2 2022 | $205,000 | -7.7% | 1,730 | 0.0% | 0.13% | +5.9% |
| Q1 2022 | $222,000 | -1.3% | 1,730 | -0.9% | 0.12% | -0.8% |
| Q4 2021 | $225,000 | +9.8% | 1,745 | 0.0% | 0.12% | +27.7% |
| Q3 2021 | $205,000 | -3.8% | 1,745 | 0.0% | 0.09% | -12.1% |
| Q2 2021 | $213,000 | +3.4% | 1,745 | 0.0% | 0.11% | -9.3% |
| Q1 2021 | $206,000 | – | 1,745 | – | 0.12% | – |
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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% |