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 | $2,884,516 | -12.3% | 25,081 | -6.5% | 1.61% | -9.1% |
| Q2 2023 | $3,288,432 | -2.7% | 26,827 | -1.8% | 1.78% | -9.5% |
| Q1 2023 | $3,378,767 | -3.5% | 27,312 | -2.4% | 1.96% | -3.8% |
| Q4 2022 | $3,501,275 | +9.8% | 27,986 | -2.1% | 2.04% | -8.7% |
| Q3 2022 | $3,189,000 | +1383.3% | 28,599 | +1481.8% | 2.23% | +274.3% |
| Q2 2022 | $215,000 | -95.1% | 1,808 | -94.7% | 0.60% | -76.9% |
| Q1 2022 | $4,431,000 | 0.0% | 34,314 | 0.0% | 2.58% | 0.0% |
| Q4 2021 | $4,431,000 | +9.8% | 34,314 | -0.1% | 2.58% | +2.8% |
| Q3 2021 | $4,037,000 | -4.5% | 34,341 | -0.7% | 2.51% | -5.4% |
| Q2 2021 | $4,229,000 | -1.6% | 34,586 | -5.0% | 2.66% | -7.7% |
| Q1 2021 | $4,299,000 | +8.9% | 36,423 | -2.3% | 2.88% | +45.7% |
| Q4 2020 | $3,948,000 | +9.2% | 37,270 | -4.7% | 1.97% | -15.0% |
| Q3 2020 | $3,615,000 | +2.1% | 39,128 | +0.8% | 2.32% | -3.5% |
| Q2 2020 | $3,539,000 | +32072.7% | 38,807 | +27422.7% | 2.41% | +26655.6% |
| Q1 2020 | $11,000 | -26.7% | 141 | +0.7% | 0.01% | -18.2% |
| Q4 2019 | $15,000 | – | 140 | – | 0.01% | – |
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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% |