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 | $670,419 | -10.8% | 5,829 | -5.0% | 0.59% | -7.4% |
| Q2 2023 | $751,748 | +6.7% | 6,133 | +7.7% | 0.64% | +1.4% |
| Q1 2023 | $704,792 | +20.9% | 5,697 | +22.2% | 0.63% | +12.0% |
| Q4 2022 | $583,077 | +18.8% | 4,661 | +5.9% | 0.56% | +2.8% |
| Q3 2022 | $491,000 | -5.8% | 4,403 | +0.3% | 0.54% | -6.5% |
| Q2 2022 | $521,000 | -7.1% | 4,390 | +0.3% | 0.58% | +4.3% |
| Q1 2022 | $561,000 | -0.5% | 4,377 | +0.3% | 0.56% | -2.3% |
| Q4 2021 | $564,000 | – | 4,364 | – | 0.57% | – |
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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% |