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 | $712,602 | -6.2% | 6,196 | -0.0% | 0.46% | -3.0% |
| Q2 2023 | $759,628 | -0.9% | 6,197 | 0.0% | 0.47% | -3.5% |
| Q1 2023 | $766,631 | -1.1% | 6,197 | 0.0% | 0.49% | -11.6% |
| Q4 2022 | $775,307 | +12.2% | 6,197 | 0.0% | 0.55% | -3.2% |
| Q3 2022 | $691,000 | -6.1% | 6,197 | 0.0% | 0.57% | -11.2% |
| Q2 2022 | $736,000 | -1.7% | 6,197 | +6.0% | 0.64% | +7.3% |
| Q1 2022 | $749,000 | -0.8% | 5,845 | -0.1% | 0.60% | +5.8% |
| Q4 2021 | $755,000 | +9.9% | 5,848 | 0.0% | 0.57% | -0.9% |
| Q3 2021 | $687,000 | -3.9% | 5,848 | 0.0% | 0.57% | -3.2% |
| Q2 2021 | $715,000 | +49.3% | 5,848 | +44.2% | 0.59% | +33.2% |
| Q1 2021 | $479,000 | +7.9% | 4,055 | -3.3% | 0.44% | -12.6% |
| Q4 2020 | $444,000 | – | 4,195 | – | 0.51% | – |
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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% |