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 | $4,591,496 | -7.9% | 39,923 | -1.9% | 0.36% | +2.9% |
| Q2 2023 | $4,986,897 | -1.6% | 40,683 | -0.7% | 0.35% | -1.4% |
| Q1 2023 | $5,066,786 | -1.5% | 40,957 | -0.3% | 0.35% | -26.4% |
| Q4 2022 | $5,141,621 | +6.7% | 41,097 | -4.9% | 0.48% | +17.5% |
| Q3 2022 | $4,820,000 | -6.9% | 43,230 | -0.9% | 0.41% | -2.2% |
| Q2 2022 | $5,178,000 | -11.8% | 43,625 | -4.8% | 0.42% | +5.3% |
| Q1 2022 | $5,873,000 | +1.0% | 45,842 | +1.8% | 0.39% | -11.3% |
| Q4 2021 | $5,813,000 | – | 45,022 | – | 0.44% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |