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 | $896,846 | -10.2% | 7,905 | +0.3% | 0.68% | -3.7% |
| Q2 2023 | $998,993 | +2.1% | 7,882 | -1.0% | 0.71% | -3.4% |
| Q1 2023 | $978,505 | -4.6% | 7,962 | +0.3% | 0.73% | -5.4% |
| Q4 2022 | $1,025,740 | +16.2% | 7,942 | +0.3% | 0.77% | +0.8% |
| Q3 2022 | $883,000 | -6.3% | 7,918 | +0.3% | 0.77% | +4.4% |
| Q2 2022 | $942,000 | -5.1% | 7,896 | -1.3% | 0.74% | -2.0% |
| Q1 2022 | $993,000 | +214.2% | 8,002 | +213.7% | 0.75% | +203.6% |
| Q4 2021 | $316,000 | – | 2,551 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |