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 | $4,922,886 | -2.1% | 42,804 | +4.4% | 4.02% | +1.2% |
| Q2 2023 | $5,028,109 | +2.8% | 41,019 | +3.7% | 3.97% | -3.6% |
| Q1 2023 | $4,892,978 | -3.6% | 39,552 | -2.5% | 4.12% | -9.9% |
| Q4 2022 | $5,077,714 | +12.4% | 40,586 | +0.1% | 4.58% | +5.8% |
| Q3 2022 | $4,519,000 | +18.6% | 40,526 | +26.3% | 4.32% | +14.9% |
| Q2 2022 | $3,810,000 | +43.4% | 32,098 | +54.7% | 3.76% | +81.0% |
| Q1 2022 | $2,657,000 | – | 20,743 | – | 2.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |