SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,564 | +0.8% | 1,926 | +7.5% | 0.02% | +4.5% |
| Q2 2023 | $219,852 | -98.9% | 1,792 | -99.7% | 0.02% | -98.1% |
| Q1 2023 | $20,605,284 | +438.3% | 582,708 | +1804.6% | 1.15% | +571.9% |
| Q4 2022 | $3,827,732 | +52.7% | 30,595 | +36.1% | 0.17% | +15.5% |
| Q3 2022 | $2,507,000 | +811.6% | 22,481 | +885.6% | 0.15% | +516.7% |
| Q2 2022 | $275,000 | -82.0% | 2,281 | -80.9% | 0.02% | -72.1% |
| Q1 2022 | $1,527,000 | +323.0% | 11,920 | +325.9% | 0.09% | +177.4% |
| Q4 2021 | $361,000 | -97.1% | 2,799 | -97.3% | 0.03% | -96.9% |
| Q1 2021 | $12,345,000 | +159.1% | 104,595 | +132.6% | 0.99% | +124.3% |
| Q4 2020 | $4,764,000 | – | 44,971 | – | 0.44% | – |
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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% |