SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $422,399 | +0.0% | 3,380 | -7.9% | 0.03% | -8.3% |
| Q3 2023 | $422,202 | -19.4% | 3,671 | -14.0% | 0.04% | -16.3% |
| Q2 2023 | $523,539 | -0.9% | 4,271 | 0.0% | 0.04% | -6.5% |
| Q1 2023 | $528,365 | -1.1% | 4,271 | 0.0% | 0.05% | -4.2% |
| Q4 2022 | $534,345 | +17711.5% | 4,271 | +12461.8% | 0.05% | – |
| Q1 2018 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | -100.0% |
| Q4 2016 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | -87.0% | 34 | -87.6% | 0.00% | -80.0% |
| Q2 2016 | $23,000 | +4.5% | 274 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $22,000 | – | 274 | – | 0.00% | – |
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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% |