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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $253,373 | -0.9% | 2,067 | 0.0% | 0.13% | -3.8% |
| Q1 2023 | $255,709 | +95671.2% | 2,067 | -3.3% | 0.13% | -25.4% |
| Q4 2022 | $267 | -99.9% | 2,137 | 0.0% | 0.18% | -11.9% |
| Q3 2022 | $238,000 | -5.9% | 2,137 | 0.0% | 0.20% | -12.6% |
| Q2 2022 | $253,000 | -7.7% | 2,137 | 0.0% | 0.23% | +115.0% |
| Q1 2022 | $274,000 | -0.7% | 2,137 | 0.0% | 0.11% | +32.1% |
| Q4 2021 | $276,000 | +10.0% | 2,137 | 0.0% | 0.08% | -8.0% |
| Q3 2021 | $251,000 | -12.2% | 2,137 | -8.8% | 0.09% | -30.7% |
| Q2 2021 | $286,000 | +3.6% | 2,342 | 0.0% | 0.13% | -76.7% |
| Q1 2021 | $276,000 | -0.4% | 2,342 | -10.4% | 0.55% | +205.0% |
| Q4 2020 | $277,000 | -43.2% | 2,613 | -9.4% | 0.18% | -6.8% |
| Q3 2020 | $488,000 | +102.5% | 2,884 | +9.2% | 0.19% | -38.1% |
| Q2 2020 | $241,000 | +14.2% | 2,640 | 0.0% | 0.31% | -24.2% |
| Q1 2020 | $211,000 | -27.5% | 2,640 | -2.6% | 0.41% | +47.1% |
| Q4 2019 | $291,000 | – | 2,710 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |