SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,118 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $216,912 | -2.8% | 1,706 | +0.4% | 0.06% | -4.5% |
| Q1 2024 | $223,132 | +0.5% | 1,700 | -4.3% | 0.07% | -5.6% |
| Q4 2023 | $221,924 | -62.4% | 1,776 | -65.4% | 0.07% | -65.9% |
| 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% | – |
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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% |