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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $208,877 | -55.1% | 1,704 | -54.7% | 0.05% | -58.0% |
| Q1 2023 | $465,026 | -7.6% | 3,759 | -6.6% | 0.11% | -8.9% |
| Q4 2022 | $503,443 | +19.9% | 4,024 | +6.7% | 0.12% | +12.8% |
| Q3 2022 | $420,000 | -8.9% | 3,771 | -2.8% | 0.11% | +28.2% |
| Q2 2022 | $461,000 | +11.6% | 3,881 | +20.5% | 0.08% | +21.4% |
| Q1 2022 | $413,000 | +36.8% | 3,222 | +25.3% | 0.07% | +29.6% |
| Q3 2021 | $302,000 | +6.7% | 2,571 | +11.2% | 0.05% | +1.9% |
| Q2 2021 | $283,000 | +34.1% | 2,313 | +29.3% | 0.05% | +20.5% |
| Q1 2021 | $211,000 | +9.3% | 1,789 | -2.0% | 0.04% | +2.3% |
| Q4 2020 | $193,000 | +9.7% | 1,825 | -4.1% | 0.04% | -4.4% |
| Q3 2020 | $176,000 | +2.3% | 1,903 | +0.7% | 0.04% | -30.8% |
| Q2 2020 | $172,000 | +95.5% | 1,889 | +72.2% | 0.06% | +66.7% |
| Q1 2020 | $88,000 | -52.9% | 1,097 | -37.0% | 0.04% | -47.3% |
| Q4 2019 | $187,000 | – | 1,740 | – | 0.07% | – |
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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% |