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 | $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 ↓ |
|---|---|---|---|
| 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% |