SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,189,217 | -3.4% | 27,729 | +3.0% | 0.78% | -2.1% |
| Q2 2023 | $3,300,846 | -5.9% | 26,928 | -5.1% | 0.80% | -8.6% |
| Q1 2023 | $3,509,314 | +3.5% | 28,367 | +4.7% | 0.88% | -13.4% |
| Q4 2022 | $3,390,415 | +10.8% | 27,099 | -1.3% | 1.01% | -36.7% |
| Q3 2022 | $3,061,000 | +29.3% | 27,449 | +37.6% | 1.60% | +85.4% |
| Q2 2022 | $2,367,000 | +4.5% | 19,944 | +12.8% | 0.86% | -2.4% |
| Q1 2022 | $2,264,000 | +4.2% | 17,676 | +5.1% | 0.88% | +4.4% |
| Q4 2021 | $2,172,000 | – | 16,819 | – | 0.85% | – |
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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% |