SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,978 | -5.6% | 5,295 | +0.7% | 0.24% | -10.0% |
| Q2 2023 | $644,771 | -2.8% | 5,260 | -1.9% | 0.27% | -0.7% |
| Q1 2023 | $663,086 | +0.7% | 5,360 | +1.8% | 0.27% | +3.4% |
| Q4 2022 | $658,454 | +19.1% | 5,263 | +6.2% | 0.26% | -13.8% |
| Q3 2022 | $552,795 | +12.5% | 4,958 | +19.7% | 0.30% | +11.3% |
| Q2 2022 | $491,531 | +6.9% | 4,141 | +15.3% | 0.27% | +35.0% |
| Q1 2022 | $459,889 | +3.3% | 3,590 | +4.1% | 0.20% | +20.1% |
| Q4 2021 | $445,257 | – | 3,448 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |