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 | $764,816 | -30.5% | 6,650 | -25.9% | 0.48% | -28.3% |
| Q2 2023 | $1,099,830 | -19.4% | 8,972 | -18.6% | 0.67% | -21.6% |
| Q1 2023 | $1,363,784 | -4.0% | 11,024 | -2.9% | 0.86% | -6.6% |
| Q4 2022 | $1,421,098 | +14.8% | 11,359 | +2.3% | 0.92% | +4.2% |
| Q3 2022 | $1,238,000 | -5.4% | 11,107 | +0.7% | 0.88% | -0.9% |
| Q2 2022 | $1,309,000 | -11.6% | 11,031 | -4.5% | 0.89% | 0.0% |
| Q1 2022 | $1,480,000 | -0.7% | 11,556 | +0.1% | 0.89% | +1.1% |
| Q4 2021 | $1,490,000 | +1.6% | 11,540 | -7.5% | 0.88% | -6.6% |
| Q3 2021 | $1,466,000 | -6.6% | 12,469 | -2.9% | 0.94% | -6.1% |
| Q2 2021 | $1,570,000 | +3.9% | 12,842 | +0.3% | 1.00% | -2.9% |
| Q1 2021 | $1,511,000 | +8.7% | 12,798 | -2.5% | 1.04% | +1.0% |
| Q4 2020 | $1,390,000 | – | 13,121 | – | 1.02% | – |
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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% |