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 | $3,945,411 | -10.7% | 34,305 | -4.9% | 3.68% | -4.8% |
| Q2 2023 | $4,419,502 | -7.5% | 36,054 | -6.7% | 3.87% | -22.2% |
| Q1 2023 | $4,778,613 | -4.2% | 38,628 | -3.1% | 4.98% | -20.3% |
| Q4 2022 | $4,988,834 | +5.9% | 39,876 | -5.6% | 6.24% | -6.2% |
| Q3 2022 | $4,709,000 | -9.1% | 42,235 | -3.3% | 6.66% | +22.5% |
| Q2 2022 | $5,183,000 | -6.8% | 43,664 | +0.6% | 5.44% | +19.0% |
| Q1 2022 | $5,562,000 | – | 43,417 | – | 4.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |