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 | $4,599,648 | -8.0% | 39,993 | -1.9% | 4.76% | -7.7% |
| Q2 2023 | $4,998,226 | -45.2% | 40,776 | -44.7% | 5.16% | -49.0% |
| Q1 2023 | $9,115,129 | -4.2% | 73,682 | -3.1% | 10.10% | -1.3% |
| Q4 2022 | $9,515,469 | +8.5% | 76,057 | -3.3% | 10.24% | -8.8% |
| Q3 2022 | $8,771,000 | -5.6% | 78,668 | +0.5% | 11.22% | +0.2% |
| Q2 2022 | $9,290,000 | -6.6% | 78,271 | +0.8% | 11.20% | +12.7% |
| Q1 2022 | $9,949,000 | +1.3% | 77,661 | +2.1% | 9.94% | +24.5% |
| Q4 2021 | $9,825,000 | – | 76,093 | – | 7.99% | – |
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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% |