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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,145,000 | -6.1% | 9,954 | -0.0% | 0.17% | +19.0% |
| Q2 2023 | $1,220,000 | -0.9% | 9,956 | +0.0% | 0.14% | -7.2% |
| Q1 2023 | $1,231,000 | -1.1% | 9,953 | +0.0% | 0.15% | -14.5% |
| Q4 2022 | $1,245,000 | +12.3% | 9,951 | +0.0% | 0.18% | -5.3% |
| Q3 2022 | $1,109,000 | -7.7% | 9,948 | -1.7% | 0.19% | -13.7% |
| Q2 2022 | $1,201,000 | -7.3% | 10,120 | +0.1% | 0.22% | +5.3% |
| Q1 2022 | $1,295,000 | -15.7% | 10,111 | -15.0% | 0.21% | -12.2% |
| Q4 2021 | $1,537,000 | +9.4% | 11,902 | -0.4% | 0.24% | +3.5% |
| Q3 2021 | $1,405,000 | -4.4% | 11,952 | -0.6% | 0.23% | +5.0% |
| Q2 2021 | $1,470,000 | +2.6% | 12,025 | -0.9% | 0.22% | -10.7% |
| Q1 2021 | $1,433,000 | – | 12,139 | – | 0.24% | – |
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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% |