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 2023 | $671 | -66.9% | 5,835 | -64.8% | 0.00% | -75.0% |
| Q2 2023 | $2,030 | -0.9% | 16,560 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $2,049 | -1.1% | 16,560 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $2,072 | -99.9% | 16,560 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $1,847,000 | +174.4% | 16,560 | +192.6% | 0.01% | +150.0% |
| Q2 2022 | $673,000 | -7.2% | 5,660 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $725,000 | -8.1% | 5,660 | -7.3% | 0.00% | 0.0% |
| Q4 2021 | $789,000 | +18.1% | 6,109 | +7.6% | 0.00% | +100.0% |
| Q3 2021 | $668,000 | -3.6% | 5,680 | +0.4% | 0.00% | -50.0% |
| Q2 2021 | $693,000 | +3.6% | 5,660 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $669,000 | +102.1% | 5,660 | +80.8% | 0.00% | +100.0% |
| Q4 2020 | $331,000 | -27.3% | 3,130 | -36.5% | 0.00% | 0.0% |
| Q3 2020 | $455,000 | +61.3% | 4,932 | +59.8% | 0.00% | 0.0% |
| Q2 2020 | $282,000 | +125.6% | 3,087 | +98.3% | 0.00% | 0.0% |
| Q1 2020 | $125,000 | -27.7% | 1,557 | -3.5% | 0.00% | 0.0% |
| Q4 2019 | $173,000 | +4.2% | 1,614 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $166,000 | +1.8% | 1,614 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $163,000 | +1.9% | 1,614 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $160,000 | +11.1% | 1,614 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $144,000 | -8.9% | 1,614 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $158,000 | +5.3% | 1,614 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $150,000 | -99.4% | 1,614 | -99.5% | 0.00% | -99.0% |
| Q1 2018 | $27,015,000 | -9.6% | 296,214 | -6.3% | 0.10% | -9.5% |
| Q4 2017 | $29,876,000 | +47.7% | 316,214 | +42.8% | 0.12% | +43.2% |
| Q3 2017 | $20,229,000 | -20.5% | 221,494 | -22.6% | 0.08% | -21.4% |
| Q2 2017 | $25,441,000 | -31.5% | 286,214 | -32.1% | 0.10% | -33.5% |
| Q1 2017 | $37,126,000 | +191.0% | 421,214 | +182.5% | 0.16% | +162.7% |
| Q4 2016 | $12,758,000 | +7775.3% | 149,114 | +7674.5% | 0.06% | +5800.0% |
| Q3 2016 | $162,000 | +852.9% | 1,918 | +893.8% | 0.00% | – |
| Q2 2016 | $17,000 | -94.8% | 193 | -95.3% | 0.00% | -100.0% |
| Q1 2016 | $329,000 | +54.5% | 4,119 | +42.0% | 0.00% | +100.0% |
| Q4 2015 | $213,000 | -22.3% | 2,901 | -23.7% | 0.00% | -50.0% |
| Q3 2015 | $274,000 | +2944.4% | 3,802 | +3235.1% | 0.00% | – |
| Q2 2015 | $9,000 | -71.0% | 114 | -70.9% | 0.00% | – |
| Q1 2015 | $31,000 | 0.0% | 392 | 0.0% | 0.00% | – |
| Q4 2014 | $31,000 | -48.3% | 392 | -50.0% | 0.00% | – |
| Q3 2014 | $60,000 | +100.0% | 784 | +100.0% | 0.00% | – |
| Q2 2014 | $30,000 | +275.0% | 392 | +243.9% | 0.00% | – |
| Q1 2014 | $8,000 | -94.8% | 114 | -94.6% | 0.00% | -100.0% |
| Q4 2013 | $153,000 | +800.0% | 2,114 | +742.2% | 0.00% | – |
| Q3 2013 | $17,000 | 0.0% | 251 | 0.0% | 0.00% | – |
| Q2 2013 | $17,000 | – | 251 | – | 0.00% | – |
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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% |