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 | $116,945 | -19.4% | 1,017 | -14.1% | 0.06% | -16.9% |
| Q2 2023 | $145,116 | -34.4% | 1,184 | -33.8% | 0.07% | -39.3% |
| Q1 2023 | $221,203 | +1.8% | 1,788 | +2.9% | 0.12% | -6.4% |
| Q4 2022 | $217,359 | +107.0% | 1,737 | +84.0% | 0.12% | +101.6% |
| Q3 2022 | $105,000 | +16.7% | 944 | +24.9% | 0.06% | +10.7% |
| Q2 2022 | $90,000 | -32.3% | 756 | -27.2% | 0.06% | -13.8% |
| Q1 2022 | $133,000 | -0.7% | 1,038 | +0.2% | 0.06% | +3.2% |
| Q4 2021 | $134,000 | +38.1% | 1,036 | +26.2% | 0.06% | +3.3% |
| Q3 2021 | $97,000 | +76.4% | 821 | +80.8% | 0.06% | +79.4% |
| Q2 2021 | $55,000 | +57.1% | 454 | +53.9% | 0.03% | +30.8% |
| Q1 2021 | $35,000 | +12.9% | 295 | +0.3% | 0.03% | 0.0% |
| Q4 2020 | $31,000 | +3.3% | 294 | -8.1% | 0.03% | -13.3% |
| Q3 2020 | $30,000 | – | 320 | – | 0.03% | – |
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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% |