SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,857 | -20.2% | 33,240 | -2.3% | 0.08% | -7.4% |
| Q2 2023 | $625,508 | +15.4% | 34,021 | +2.2% | 0.08% | +14.1% |
| Q1 2023 | $542,181 | -2.2% | 33,303 | -0.1% | 0.07% | -7.8% |
| Q4 2022 | $554,118 | +12.6% | 33,352 | +0.1% | 0.08% | -2.5% |
| Q3 2022 | $492,000 | +20.6% | 33,308 | +3.0% | 0.08% | +25.4% |
| Q2 2022 | $408,000 | -6.8% | 32,344 | 0.0% | 0.06% | +6.8% |
| Q1 2022 | $438,000 | -0.7% | 32,344 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $441,000 | +14.8% | 32,344 | +930.7% | 0.06% | +13.5% |
| Q3 2021 | $384,000 | -8.6% | 3,138 | -8.7% | 0.05% | -10.3% |
| Q2 2021 | $420,000 | +2.2% | 3,438 | -1.2% | 0.06% | -4.9% |
| Q1 2021 | $411,000 | +12.9% | 3,479 | +1.2% | 0.06% | -3.2% |
| Q4 2020 | $364,000 | – | 3,438 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |