SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,380,124 | -7.6% | 12,000 | -1.5% | 0.03% | 0.0% |
| Q2 2023 | $1,492,984 | -6.0% | 12,180 | -5.1% | 0.03% | -18.8% |
| Q1 2023 | $1,588,196 | -0.5% | 12,838 | +0.6% | 0.03% | -8.6% |
| Q4 2022 | $1,596,662 | +26.6% | 12,762 | +12.8% | 0.04% | +20.7% |
| Q3 2022 | $1,261,000 | +55.9% | 11,312 | +65.9% | 0.03% | +61.1% |
| Q2 2022 | $809,000 | -14.7% | 6,818 | -7.9% | 0.02% | +5.9% |
| Q1 2022 | $948,000 | +0.2% | 7,401 | +1.0% | 0.02% | +6.2% |
| Q4 2021 | $946,000 | +13.0% | 7,326 | +2.9% | 0.02% | +6.7% |
| Q3 2021 | $837,000 | -3.8% | 7,118 | +0.0% | 0.02% | -6.2% |
| Q2 2021 | $870,000 | +9.7% | 7,117 | +5.9% | 0.02% | +6.7% |
| Q1 2021 | $793,000 | +11.4% | 6,722 | +0.0% | 0.02% | +7.1% |
| Q4 2020 | $712,000 | +14.7% | 6,721 | +0.0% | 0.01% | -6.7% |
| Q3 2020 | $621,000 | +1.3% | 6,720 | +0.0% | 0.02% | 0.0% |
| Q2 2020 | $613,000 | +14.4% | 6,718 | +0.0% | 0.02% | -6.2% |
| Q1 2020 | $536,000 | -25.8% | 6,717 | +0.0% | 0.02% | 0.0% |
| Q4 2019 | $722,000 | +4.8% | 6,716 | +0.0% | 0.02% | 0.0% |
| Q3 2019 | $689,000 | -5.1% | 6,714 | -6.8% | 0.02% | -5.9% |
| Q2 2019 | $726,000 | +1.4% | 7,200 | +0.0% | 0.02% | +6.2% |
| Q1 2019 | $716,000 | +11.2% | 7,199 | +0.0% | 0.02% | -5.9% |
| Q4 2018 | $644,000 | -37.7% | 7,197 | -31.8% | 0.02% | -19.0% |
| Q3 2018 | $1,034,000 | -9.5% | 10,560 | -14.3% | 0.02% | -8.7% |
| Q2 2018 | $1,142,000 | +1.7% | 12,317 | +0.0% | 0.02% | +4.5% |
| Q1 2018 | $1,123,000 | +72.0% | 12,316 | +78.2% | 0.02% | +69.2% |
| Q4 2017 | $653,000 | +14.4% | 6,913 | +10.5% | 0.01% | +18.2% |
| Q3 2017 | $571,000 | +2.7% | 6,257 | +0.0% | 0.01% | 0.0% |
| Q2 2017 | $556,000 | – | 6,254 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |