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 | $391,517 | -30.6% | 3,404 | -26.1% | 0.24% | -27.5% |
| Q2 2023 | $564,383 | +53.9% | 4,604 | +55.3% | 0.33% | +35.7% |
| Q1 2023 | $366,702 | -37.0% | 2,964 | -36.3% | 0.24% | -48.6% |
| Q4 2022 | $582,287 | +49.3% | 4,654 | +33.0% | 0.48% | -6.7% |
| Q3 2022 | $390,000 | -6.0% | 3,498 | 0.0% | 0.51% | -6.6% |
| Q2 2022 | $415,000 | -7.4% | 3,498 | 0.0% | 0.54% | +6.4% |
| Q1 2022 | $448,000 | -26.2% | 3,498 | -25.5% | 0.51% | -25.4% |
| Q4 2021 | $607,000 | – | 4,698 | – | 0.69% | – |
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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% |