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 | $348,270 | -5.2% | 3,028 | +1.1% | 0.04% | -4.8% |
| Q2 2023 | $367,266 | -0.7% | 2,996 | +0.2% | 0.04% | -6.7% |
| Q1 2023 | $370,015 | -3.2% | 2,991 | -2.1% | 0.04% | -10.0% |
| Q4 2022 | $382,392 | +4.8% | 3,056 | -6.6% | 0.05% | -7.4% |
| Q3 2022 | $365,000 | +1.4% | 3,272 | +7.8% | 0.05% | +1.9% |
| Q2 2022 | $360,000 | -0.8% | 3,036 | +7.2% | 0.05% | +15.2% |
| Q1 2022 | $363,000 | -0.5% | 2,831 | +0.1% | 0.05% | -4.2% |
| Q4 2021 | $365,000 | +37.2% | 2,827 | +24.9% | 0.05% | 0.0% |
| Q3 2021 | $266,000 | -2.6% | 2,263 | +1.2% | 0.05% | -2.0% |
| Q2 2021 | $273,000 | +4.2% | 2,236 | +0.7% | 0.05% | -14.0% |
| Q1 2021 | $262,000 | +12.9% | 2,220 | +1.3% | 0.06% | +39.0% |
| Q4 2020 | $232,000 | – | 2,191 | – | 0.04% | – |
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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% |