SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370 | +28.0% | 3,212 | +35.8% | 0.28% | +27.8% |
| Q2 2023 | $289 | 0.0% | 2,366 | +1.9% | 0.22% | -8.5% |
| Q1 2023 | $289 | -14.5% | 2,321 | -14.3% | 0.24% | -20.5% |
| Q4 2022 | $338 | -99.8% | 2,707 | +38.8% | 0.30% | +40.8% |
| Q3 2022 | $218,000 | -17.4% | 1,950 | -12.1% | 0.21% | -12.8% |
| Q2 2022 | $264,000 | +64.0% | 2,218 | +75.9% | 0.24% | +89.1% |
| Q1 2022 | $161,000 | – | 1,261 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |