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 | $2,185,753 | -8.6% | 19,005 | -2.6% | 0.32% | +2.3% |
| Q2 2023 | $2,390,893 | -1.0% | 19,505 | -0.1% | 0.31% | -5.8% |
| Q1 2023 | $2,415,071 | -2.2% | 19,522 | -1.1% | 0.33% | -7.3% |
| Q4 2022 | $2,468,550 | +10.9% | 19,731 | -1.1% | 0.36% | -3.0% |
| Q3 2022 | $2,225,000 | -13.4% | 19,959 | -4.9% | 0.37% | -16.2% |
| Q2 2022 | $2,568,000 | -2.0% | 20,997 | +2.7% | 0.44% | +9.8% |
| Q1 2022 | $2,620,000 | -1.6% | 20,448 | -0.9% | 0.40% | -0.7% |
| Q4 2021 | $2,663,000 | +9.8% | 20,627 | -0.1% | 0.40% | -3.1% |
| Q3 2021 | $2,426,000 | -5.5% | 20,639 | -1.7% | 0.41% | -4.6% |
| Q2 2021 | $2,568,000 | +1.1% | 20,997 | -2.5% | 0.43% | -4.2% |
| Q1 2021 | $2,541,000 | +7.3% | 21,532 | -3.7% | 0.45% | +1.8% |
| Q4 2020 | $2,368,000 | +10.0% | 22,354 | -4.0% | 0.44% | +1.1% |
| Q3 2020 | $2,152,000 | +2.5% | 23,294 | +1.1% | 0.44% | -6.6% |
| Q2 2020 | $2,100,000 | +14.0% | 23,031 | -0.2% | 0.47% | -0.8% |
| Q1 2020 | $1,842,000 | -24.1% | 23,071 | +2.3% | 0.48% | -9.5% |
| Q4 2019 | $2,427,000 | – | 22,559 | – | 0.52% | – |
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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% |