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 | $702,146 | -10.1% | 6,320 | -0.2% | 0.04% | +22.9% |
| Q2 2023 | $780,914 | +121.8% | 6,331 | +124.3% | 0.04% | +6.1% |
| Q1 2023 | $352,056 | +43.9% | 2,823 | +46.0% | 0.03% | +32.0% |
| Q4 2022 | $244,718 | +5.5% | 1,933 | 0.0% | 0.02% | -3.8% |
| Q3 2022 | $232,000 | -1.3% | 1,933 | 0.0% | 0.03% | -18.8% |
| Q2 2022 | $235,000 | -6.0% | 1,933 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $250,000 | -9.1% | 1,933 | -11.9% | 0.03% | -3.0% |
| Q4 2021 | $275,000 | -17.7% | 2,195 | -17.3% | 0.03% | -10.8% |
| Q3 2021 | $334,000 | +9.5% | 2,654 | +6.5% | 0.04% | -14.0% |
| Q2 2021 | $305,000 | – | 2,492 | – | 0.04% | – |
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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% |