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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $308,801 | +8.7% | 2,471 | 0.0% | 0.17% | -5.5% |
| Q3 2023 | $284,190 | -9.5% | 2,471 | -3.5% | 0.18% | -1.6% |
| Q2 2023 | $313,927 | -0.9% | 2,561 | 0.0% | 0.19% | -17.0% |
| Q1 2023 | $316,821 | +98906.6% | 2,561 | 0.0% | 0.22% | -7.8% |
| Q4 2022 | $320 | -99.9% | 2,561 | 0.0% | 0.24% | +25.3% |
| Q3 2022 | $286,000 | -5.9% | 2,561 | 0.0% | 0.19% | -5.8% |
| Q2 2022 | $304,000 | -8.7% | 2,561 | -1.5% | 0.21% | +19.8% |
| Q1 2022 | $333,000 | -0.9% | 2,600 | 0.0% | 0.17% | +1.2% |
| Q4 2021 | $336,000 | – | 2,600 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |