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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,558 | -0.8% | 1,693 | +0.1% | 0.12% | -10.5% |
| Q1 2023 | $209,323 | -8.4% | 1,692 | -7.3% | 0.13% | -18.9% |
| Q4 2022 | $228,451 | -3.6% | 1,826 | -14.1% | 0.16% | -3.0% |
| Q3 2022 | $237,000 | +0.9% | 2,126 | +15.9% | 0.17% | +50.9% |
| Q1 2022 | $235,000 | -0.4% | 1,834 | +0.2% | 0.11% | +2.8% |
| Q4 2021 | $236,000 | +9.8% | 1,831 | +0.3% | 0.11% | -2.7% |
| Q3 2021 | $215,000 | -3.6% | 1,826 | +0.2% | 0.11% | -6.7% |
| Q2 2021 | $223,000 | +3.7% | 1,823 | +0.2% | 0.12% | -2.4% |
| Q1 2021 | $215,000 | +4.9% | 1,819 | -6.3% | 0.12% | -7.5% |
| Q4 2020 | $205,000 | – | 1,941 | – | 0.13% | – |
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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% |