SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,118 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $320,751 | -39.6% | 2,444 | -42.3% | 0.23% | -48.5% |
| Q4 2023 | $531,157 | -26.8% | 4,233 | -33.0% | 0.45% | -35.4% |
| Q3 2023 | $725,163 | -12.8% | 6,314 | -8.5% | 0.70% | -15.7% |
| Q2 2023 | $831,691 | -12.4% | 6,902 | -10.4% | 0.83% | -19.4% |
| Q1 2023 | $949,718 | -5.9% | 7,705 | -2.9% | 1.03% | -19.9% |
| Q4 2022 | $1,009,712 | +23.1% | 7,932 | +10.7% | 1.29% | +11.0% |
| Q3 2022 | $820,000 | -8.0% | 7,165 | +1.8% | 1.16% | -1.2% |
| Q2 2022 | $891,000 | – | 7,040 | – | 1.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |