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 | $12,767 | -6.2% | 111 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $13,607 | -0.0% | 111 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $13,609 | -1.1% | 110 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $13,762 | -92.1% | 110 | -93.0% | 0.01% | -91.4% |
| Q3 2022 | $174,000 | -5.9% | 1,562 | -0.1% | 0.14% | +3.7% |
| Q2 2022 | $185,000 | +83.2% | 1,563 | +99.1% | 0.14% | +98.5% |
| Q1 2022 | $101,000 | – | 785 | – | 0.07% | – |
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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% |