SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,193 | -6.2% | 506 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $62,023 | -0.9% | 506 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $62,595 | +10.5% | 506 | +11.7% | 0.01% | +7.7% |
| Q4 2022 | $56,660 | +13.3% | 453 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $50,000 | -7.4% | 453 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $54,000 | -6.9% | 453 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $58,000 | 0.0% | 453 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $58,000 | +9.4% | 453 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $53,000 | -3.6% | 453 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | +3.8% | 453 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $53,000 | +10.4% | 453 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $48,000 | +14.3% | 453 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $42,000 | +2.4% | 453 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $41,000 | +13.9% | 453 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $36,000 | -26.5% | 453 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $49,000 | +6.5% | 453 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $46,000 | 0.0% | 453 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $46,000 | +2.2% | 453 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $45,000 | +9.8% | 453 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $41,000 | -63.7% | 453 | -60.8% | 0.01% | -53.3% |
| Q3 2018 | $113,000 | +5.6% | 1,156 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $107,000 | +1.9% | 1,156 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $105,000 | -3.7% | 1,156 | 0.0% | 0.03% | -3.2% |
| Q4 2017 | $109,000 | +2.8% | 1,156 | 0.0% | 0.03% | -3.1% |
| Q3 2017 | $106,000 | +71.0% | 1,156 | +64.4% | 0.03% | +60.0% |
| Q2 2017 | $62,000 | 0.0% | 703 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $62,000 | +3.3% | 703 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $60,000 | +1.7% | 703 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $59,000 | 0.0% | 703 | 0.0% | 0.02% | +5.3% |
| Q2 2016 | $59,000 | +5.4% | 703 | 0.0% | 0.02% | +5.6% |
| Q1 2016 | $56,000 | +7.7% | 703 | 0.0% | 0.02% | +12.5% |
| Q4 2015 | $52,000 | – | 703 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |