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 | $4,825 | -96.7% | 42,454 | -96.4% | 2.58% | -42.7% |
| Q2 2023 | $144,877 | +2698.5% | 1,185,943 | +2734.1% | 4.50% | +59.5% |
| Q1 2023 | $5,177 | -3.7% | 41,845 | -1.9% | 2.82% | -8.9% |
| Q4 2022 | $5,375 | -99.9% | 42,647 | +1.5% | 3.10% | +2.0% |
| Q3 2022 | $4,994,000 | +24.3% | 42,012 | +8.0% | 3.04% | +31.1% |
| Q3 2020 | $4,018,000 | +21.0% | 38,903 | -6.4% | 2.32% | -19.7% |
| Q1 2020 | $3,321,000 | -24.6% | 41,581 | +1.5% | 2.89% | +1.3% |
| Q4 2019 | $4,406,000 | – | 40,960 | – | 2.85% | – |
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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% |