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 | $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% | – |
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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% |