SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 2,370,763 | $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% |