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 | $296,936 | -5.8% | 2,582 | +0.4% | 0.14% | -7.1% |
| Q2 2023 | $315,203 | -0.5% | 2,571 | +0.4% | 0.16% | -4.3% |
| Q1 2023 | $316,811 | -0.8% | 2,561 | +0.4% | 0.16% | -13.4% |
| Q4 2022 | $319,242 | +12.8% | 2,552 | +0.4% | 0.19% | +9.4% |
| Q3 2022 | $283,000 | -5.7% | 2,541 | +0.4% | 0.17% | -10.0% |
| Q2 2022 | $300,000 | +74.4% | 2,531 | +88.3% | 0.19% | +82.7% |
| Q1 2022 | $172,000 | +31.3% | 1,344 | +32.8% | 0.10% | +20.9% |
| Q4 2021 | $131,000 | +10.1% | 1,012 | 0.0% | 0.09% | -4.4% |
| Q3 2021 | $119,000 | -4.0% | 1,012 | 0.0% | 0.09% | -13.5% |
| Q2 2021 | $124,000 | -13.9% | 1,012 | -16.8% | 0.10% | -34.6% |
| Q1 2021 | $144,000 | -32.4% | 1,216 | -39.6% | 0.16% | -35.6% |
| Q4 2020 | $213,000 | +17.7% | 2,014 | +3.1% | 0.25% | +17.6% |
| Q3 2020 | $181,000 | +118.1% | 1,954 | +113.6% | 0.21% | +130.8% |
| Q2 2020 | $83,000 | – | 915 | – | 0.09% | – |
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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% |