SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334 | -12.1% | 2,904 | -6.3% | 0.24% | -8.3% |
| Q2 2023 | $380 | -0.8% | 3,099 | +0.2% | 0.27% | -8.9% |
| Q1 2023 | $383 | -0.8% | 3,093 | +0.2% | 0.29% | -4.6% |
| Q4 2022 | $386 | -99.9% | 3,088 | +32.4% | 0.31% | +34.8% |
| Q3 2022 | $260,000 | +28.7% | 2,333 | +37.2% | 0.23% | +32.7% |
| Q2 2022 | $202,000 | -7.3% | 1,700 | 0.0% | 0.17% | +14.0% |
| Q1 2022 | $218,000 | -0.9% | 1,700 | 0.0% | 0.15% | +2.0% |
| Q4 2021 | $220,000 | – | 1,700 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |