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 2022 | $209,000 | -48.3% | 1,760 | -44.1% | 0.04% | -25.5% |
| Q1 2022 | $404,000 | -35.3% | 3,150 | -34.9% | 0.06% | -34.5% |
| Q4 2021 | $624,000 | +4.5% | 4,835 | -4.7% | 0.08% | 0.0% |
| Q3 2021 | $597,000 | -27.0% | 5,076 | -24.1% | 0.08% | -33.3% |
| Q2 2021 | $818,000 | +0.5% | 6,686 | -3.0% | 0.13% | -5.3% |
| Q1 2021 | $814,000 | -26.5% | 6,895 | -34.0% | 0.13% | -30.0% |
| Q4 2020 | $1,107,000 | +427.1% | 10,450 | +351.8% | 0.19% | +128.9% |
| Q2 2020 | $210,000 | – | 2,313 | – | 0.08% | – |
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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% |