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 | $11,349,830 | -2.5% | 98,686 | +3.9% | 1.18% | +0.3% |
Q2 2023 | $11,644,220 | +30.2% | 94,993 | +31.4% | 1.18% | +25.7% |
Q1 2023 | $8,945,351 | +1.6% | 72,309 | +2.8% | 0.94% | -2.1% |
Q4 2022 | $8,803,798 | -18.6% | 70,368 | -27.4% | 0.96% | -21.0% |
Q3 2022 | $10,809,000 | -6.2% | 96,936 | +2.4% | 1.21% | +6.3% |
Q2 2022 | $11,523,000 | -22.5% | 94,644 | -18.4% | 1.14% | -18.2% |
Q1 2022 | $14,865,000 | -12.7% | 115,969 | -11.1% | 1.39% | -9.6% |
Q4 2021 | $17,025,000 | +12.3% | 130,379 | +5.1% | 1.54% | +14.3% |
Q3 2021 | $15,167,000 | -0.5% | 124,110 | -0.5% | 1.35% | -11.9% |
Q2 2021 | $15,245,000 | +0.9% | 124,675 | -2.6% | 1.53% | -10.7% |
Q1 2021 | $15,115,000 | +6.0% | 128,057 | -4.8% | 1.71% | -9.3% |
Q4 2020 | $14,254,000 | +372.6% | 134,565 | +316.9% | 1.88% | +308.9% |
Q3 2020 | $3,016,000 | -70.4% | 32,277 | -71.0% | 0.46% | -73.3% |
Q2 2020 | $10,201,000 | +1634.9% | 111,112 | +1409.7% | 1.73% | +965.4% |
Q1 2020 | $588,000 | – | 7,360 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |