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 | $563,129 | -6.0% | 4,896 | +0.1% | 0.19% | -2.1% |
Q2 2023 | $599,247 | -0.8% | 4,889 | +0.2% | 0.19% | -5.9% |
Q1 2023 | $603,810 | -1.0% | 4,881 | +0.1% | 0.20% | -6.0% |
Q4 2022 | $609,788 | +12.3% | 4,874 | +0.2% | 0.22% | +6.3% |
Q3 2022 | $543,000 | -3.0% | 4,866 | +3.1% | 0.20% | +9.6% |
Q2 2022 | $560,000 | -7.3% | 4,719 | +0.1% | 0.19% | +16.1% |
Q1 2022 | $604,000 | 0.0% | 4,714 | +0.7% | 0.16% | +34.2% |
Q4 2021 | $604,000 | +9.8% | 4,680 | +0.1% | 0.12% | +16.5% |
Q3 2021 | $550,000 | -3.7% | 4,675 | +0.1% | 0.10% | +12.0% |
Q2 2021 | $571,000 | +11.1% | 4,671 | +7.2% | 0.09% | +19.5% |
Q1 2021 | $514,000 | +20.7% | 4,356 | +8.3% | 0.08% | -41.2% |
Q4 2020 | $426,000 | +14.8% | 4,023 | +0.1% | 0.13% | -10.3% |
Q3 2020 | $371,000 | +1.4% | 4,018 | +0.1% | 0.15% | -24.0% |
Q2 2020 | $366,000 | +14.4% | 4,014 | +0.1% | 0.19% | +11.6% |
Q1 2020 | $320,000 | -25.8% | 4,010 | +0.1% | 0.17% | -12.7% |
Q4 2019 | $431,000 | – | 4,006 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |