SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,022 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $848,367 | -5.3% | 6,670 | -2.3% | 0.38% | -8.5% |
| Q1 2024 | $895,922 | +2.4% | 6,827 | -2.5% | 0.41% | -7.8% |
| Q4 2023 | $874,676 | +8.7% | 6,999 | +0.1% | 0.45% | -3.9% |
| Q3 2023 | $804,408 | -6.9% | 6,994 | -0.8% | 0.47% | -5.3% |
| Q2 2023 | $864,455 | -0.9% | 7,052 | +0.1% | 0.49% | -22.2% |
| Q1 2023 | $871,921 | +0.5% | 7,048 | +1.6% | 0.63% | -9.6% |
| Q4 2022 | $867,831 | +11.1% | 6,937 | -1.0% | 0.70% | -0.4% |
| Q3 2022 | $781,000 | -6.2% | 7,005 | -0.2% | 0.70% | -7.3% |
| Q2 2022 | $833,000 | +0.4% | 7,019 | +8.4% | 0.76% | +9.7% |
| Q1 2022 | $830,000 | +5.2% | 6,477 | +6.0% | 0.69% | +3.9% |
| Q4 2021 | $789,000 | – | 6,111 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |