SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,805 | -6.2% | 520 | 0.0% | 0.02% | -15.8% |
| Q2 2023 | $63,742 | -14.0% | 520 | -13.2% | 0.02% | -13.6% |
| Q1 2023 | $74,102 | -6.2% | 599 | -4.5% | 0.02% | -12.0% |
| Q4 2022 | $79,033 | +2.5% | 627 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $77,115 | +3.6% | 627 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $74,419 | +109.0% | 627 | +125.5% | 0.02% | +118.2% |
| Q1 2022 | $35,615 | -3.3% | 278 | -2.8% | 0.01% | -8.3% |
| Q4 2021 | $36,848 | +4.6% | 286 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $35,224 | +0.7% | 286 | 0.0% | 0.01% | -18.8% |
| Q2 2021 | $34,972 | +71.3% | 286 | +65.3% | 0.02% | +45.5% |
| Q1 2021 | $20,419 | +12.7% | 173 | +1.2% | 0.01% | 0.0% |
| Q4 2020 | $18,114 | – | 171 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |