SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,854,489 | +2.0% | 24,819 | +8.7% | 1.74% | +6.0% |
| Q2 2023 | $2,798,677 | +8.3% | 22,831 | +9.3% | 1.64% | -1.3% |
| Q1 2023 | $2,584,086 | +3.9% | 20,888 | +5.0% | 1.66% | -10.0% |
| Q4 2022 | $2,487,885 | +13.0% | 19,886 | +0.7% | 1.84% | +13.6% |
| Q3 2022 | $2,201,000 | -4.0% | 19,741 | +2.2% | 1.62% | +0.6% |
| Q2 2022 | $2,293,000 | -0.2% | 19,323 | +7.7% | 1.61% | +19.6% |
| Q1 2022 | $2,298,000 | +10.6% | 17,941 | +11.6% | 1.35% | +17.6% |
| Q4 2021 | $2,077,000 | +12.9% | 16,083 | +2.8% | 1.14% | +3.9% |
| Q3 2021 | $1,839,000 | +4.9% | 15,646 | +9.1% | 1.10% | +4.2% |
| Q2 2021 | $1,753,000 | +19.0% | 14,339 | +14.9% | 1.06% | +7.7% |
| Q1 2021 | $1,473,000 | +40.7% | 12,478 | +26.2% | 0.98% | +30.6% |
| Q4 2020 | $1,047,000 | +19.8% | 9,888 | +4.5% | 0.75% | +4.6% |
| Q3 2020 | $874,000 | +51.5% | 9,461 | +49.6% | 0.72% | +32.9% |
| Q2 2020 | $577,000 | +14.0% | 6,326 | -0.1% | 0.54% | -7.8% |
| Q1 2020 | $506,000 | -26.0% | 6,331 | -0.4% | 0.59% | -8.6% |
| Q4 2019 | $684,000 | – | 6,357 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |