SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 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 | 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% |