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 | $519,615 | -8.6% | 4,518 | -2.6% | 0.07% | -5.2% |
| Q2 2023 | $568,526 | -6.0% | 4,638 | -5.1% | 0.08% | -14.4% |
| Q1 2023 | $604,694 | -1.1% | 4,888 | 0.0% | 0.09% | -15.9% |
| Q4 2022 | $611,538 | +12.2% | 4,888 | 0.0% | 0.11% | -0.9% |
| Q3 2022 | $545,000 | +607.8% | 4,888 | +649.7% | 0.11% | +620.0% |
| Q2 2022 | $77,000 | -8.3% | 652 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $84,000 | – | 652 | – | 0.02% | – |
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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% |