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 | $684 | -3.5% | 5,951 | +2.9% | 0.07% | +1.4% |
| Q2 2023 | $709 | -99.7% | 5,783 | +189.2% | 0.07% | +153.6% |
| Q3 2022 | $223,000 | -12.5% | 2,000 | -7.0% | 0.03% | -6.7% |
| Q2 2022 | $255,000 | -0.4% | 2,150 | +7.5% | 0.03% | +20.0% |
| Q1 2022 | $256,000 | +4.5% | 2,000 | +5.3% | 0.02% | +8.7% |
| Q4 2021 | $245,000 | +9.9% | 1,900 | 0.0% | 0.02% | -23.3% |
| Q3 2021 | $223,000 | +7.7% | 1,900 | +8.6% | 0.03% | +42.9% |
| Q1 2021 | $207,000 | -10.4% | 1,750 | -18.6% | 0.02% | -34.4% |
| Q4 2019 | $231,000 | +4.5% | 2,150 | 0.0% | 0.03% | -3.0% |
| Q3 2019 | $221,000 | -1.8% | 2,150 | -6.5% | 0.03% | -10.8% |
| Q3 2018 | $225,000 | -0.9% | 2,299 | -6.1% | 0.04% | -5.1% |
| Q2 2018 | $227,000 | +1.8% | 2,449 | 0.0% | 0.04% | -31.6% |
| Q1 2018 | $223,000 | -14.2% | 2,449 | -10.9% | 0.06% | -6.6% |
| Q4 2017 | $260,000 | -15.0% | 2,749 | -17.9% | 0.06% | -20.8% |
| Q3 2017 | $306,000 | -12.8% | 3,349 | -15.2% | 0.08% | -17.2% |
| Q2 2017 | $351,000 | -6.6% | 3,949 | -7.4% | 0.09% | -13.1% |
| Q1 2017 | $376,000 | -45.8% | 4,264 | -47.4% | 0.11% | -63.0% |
| Q4 2016 | $694,000 | +5.0% | 8,114 | +3.5% | 0.29% | -5.6% |
| Q3 2016 | $661,000 | +1686.5% | 7,839 | +3.3% | 0.31% | +319.2% |
| Q2 2016 | $37,000 | – | 7,589 | – | 0.07% | – |
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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% |