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 | $690,715 | -5.3% | 5,431 | -2.2% | 0.02% | -8.3% |
Q1 2024 | $729,170 | +5.0% | 5,556 | 0.0% | 0.02% | 0.0% |
Q4 2023 | $694,334 | +8.7% | 5,556 | 0.0% | 0.02% | -11.1% |
Q3 2023 | $638,996 | -7.3% | 5,556 | -1.2% | 0.03% | 0.0% |
Q2 2023 | $689,268 | +1.3% | 5,623 | +2.3% | 0.03% | -6.9% |
Q1 2023 | $680,158 | -14.3% | 5,498 | -13.3% | 0.03% | -21.6% |
Q4 2022 | $793,573 | – | 6,343 | – | 0.04% | – |
Download |
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% |