SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,022 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,122,757 | +9.3% | 8,984 | +0.6% | 0.61% | -2.7% |
| Q3 2023 | $1,027,408 | -13.6% | 8,933 | -7.9% | 0.63% | -12.3% |
| Q2 2023 | $1,189,325 | +0.7% | 9,702 | +1.7% | 0.72% | +2.6% |
| Q1 2023 | $1,180,557 | -0.9% | 9,543 | +0.2% | 0.70% | -7.7% |
| Q4 2022 | $1,191,321 | +16.1% | 9,522 | +3.5% | 0.76% | +7.7% |
| Q3 2022 | $1,026,000 | -4.6% | 9,199 | +1.6% | 0.70% | -10.4% |
| Q2 2022 | $1,075,000 | -6.4% | 9,054 | +1.0% | 0.79% | +6.9% |
| Q1 2022 | $1,148,000 | +0.3% | 8,964 | +1.2% | 0.74% | +9.4% |
| Q4 2021 | $1,144,000 | – | 8,857 | – | 0.67% | – |
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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% |