SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $32,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +14.3% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -26.3% | 350 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $38,000 | +5.6% | 350 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $36,000 | +2.9% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $35,000 | -43.5% | 350 | -44.0% | 0.00% | -40.0% |
| Q1 2019 | $62,000 | +10.7% | 625 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $56,000 | -8.2% | 625 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $61,000 | +5.2% | 625 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $58,000 | +1.8% | 625 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $57,000 | -3.4% | 625 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $59,000 | +3.5% | 625 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $57,000 | +1.8% | 625 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $56,000 | +1.8% | 625 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $55,000 | +27.9% | 625 | +25.0% | 0.01% | +20.0% |
| Q4 2016 | $43,000 | +2.4% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $42,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $42,000 | +5.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $40,000 | +8.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $37,000 | +2.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $36,000 | -5.3% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $38,000 | -22.4% | 500 | -20.0% | 0.01% | -16.7% |
| Q1 2015 | $49,000 | -42.4% | 625 | -41.9% | 0.01% | -45.5% |
| Q4 2014 | $85,000 | +4.9% | 1,075 | 0.0% | 0.01% | -8.3% |
| Q3 2014 | $81,000 | +68.8% | 1,075 | +72.0% | 0.01% | +71.4% |
| Q2 2014 | $48,000 | – | 625 | – | 0.01% | – |
Download | ||||||
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% |