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 | $89,363 | -6.2% | 777 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $95,245 | -0.9% | 777 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $96,123 | +98995.9% | 777 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $97 | -99.9% | 777 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $87,000 | -5.4% | 777 | 0.0% | 0.03% | +3.8% |
| Q2 2022 | $92,000 | -32.8% | 777 | -29.6% | 0.03% | -52.7% |
| Q1 2022 | $137,000 | -4.2% | 1,104 | 0.0% | 0.06% | +1.9% |
| Q4 2021 | $143,000 | – | 1,104 | – | 0.05% | – |
Download | ||||||
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% |