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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,015,462 | -30.0% | 8,829 | -25.0% | 0.33% | -32.2% |
| Q2 2023 | $1,450,363 | -19.9% | 11,777 | -19.5% | 0.49% | -12.9% |
| Q1 2023 | $1,809,639 | +476.2% | 14,628 | +473.6% | 0.56% | +241.5% |
| Q4 2022 | $314,058 | +10.2% | 2,550 | 0.0% | 0.16% | +15.5% |
| Q3 2022 | $285,000 | -9.2% | 2,550 | 0.0% | 0.14% | -13.4% |
| Q2 2022 | $314,000 | -4.0% | 2,550 | 0.0% | 0.16% | -1.8% |
| Q1 2022 | $327,000 | -0.6% | 2,550 | 0.0% | 0.17% | +3.7% |
| Q4 2021 | $329,000 | +5.4% | 2,550 | -3.8% | 0.16% | -4.2% |
| Q3 2021 | $312,000 | -97.4% | 2,650 | +2550.0% | 0.17% | -62.2% |
| Q2 2021 | $12,228,000 | – | 100 | – | 0.44% | – |
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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% |