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 | $590,642 | -6.1% | 5,136 | +0.1% | 0.21% | -6.7% |
Q2 2023 | $628,877 | -0.5% | 5,130 | +0.4% | 0.22% | -5.5% |
Q1 2023 | $631,921 | +0.2% | 5,108 | +1.3% | 0.24% | -11.3% |
Q4 2022 | $630,494 | -8.0% | 5,040 | -17.9% | 0.27% | -24.4% |
Q3 2022 | $685,000 | -9.7% | 6,140 | -4.0% | 0.35% | -11.6% |
Q2 2022 | $759,000 | -23.7% | 6,394 | -17.6% | 0.40% | -18.1% |
Q1 2022 | $995,000 | -1.7% | 7,763 | -0.9% | 0.49% | +1.2% |
Q4 2021 | $1,012,000 | – | 7,835 | – | 0.48% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |