SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,118 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,052,821 | -34.1% | 8,278 | -32.0% | 0.75% | -35.9% |
| Q1 2024 | $1,597,325 | +5.2% | 12,171 | +0.2% | 1.18% | +1.3% |
| Q4 2023 | $1,518,637 | +6.8% | 12,152 | -1.7% | 1.16% | -5.2% |
| Q3 2023 | $1,422,081 | -5.4% | 12,365 | +0.8% | 1.23% | +0.7% |
| Q2 2023 | $1,503,792 | -0.7% | 12,268 | +0.2% | 1.22% | -6.4% |
| Q1 2023 | $1,514,293 | -0.9% | 12,241 | +0.2% | 1.30% | -10.6% |
| Q4 2022 | $1,528,438 | – | 12,217 | – | 1.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |