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 | $3,323,720 | +27.4% | 19,096 | +1.3% | 0.02% | +10.0% |
| Q1 2024 | $2,608,775 | -4.2% | 18,851 | -8.8% | 0.02% | -20.0% |
| Q4 2023 | $2,721,925 | +9.2% | 20,675 | +0.3% | 0.02% | -3.8% |
| Q3 2023 | $2,493,041 | -7.7% | 20,609 | -0.8% | 0.03% | -3.7% |
| Q2 2023 | $2,701,879 | -7.7% | 20,769 | -6.5% | 0.03% | -10.0% |
| Q1 2023 | $2,926,831 | +4.7% | 22,214 | +6.9% | 0.03% | -3.2% |
| Q4 2022 | $2,795,634 | +8.5% | 20,777 | -1.2% | 0.03% | +6.9% |
| Q3 2022 | $2,576,445 | -8.8% | 21,040 | -5.5% | 0.03% | -9.4% |
| Q2 2022 | $2,826,115 | +5.8% | 22,254 | +10.3% | 0.03% | +23.1% |
| Q1 2022 | $2,672,371 | -0.2% | 20,167 | +0.8% | 0.03% | 0.0% |
| Q4 2021 | $2,677,436 | – | 19,999 | – | 0.03% | – |
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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% |