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 2017 | $23,000 | +4.5% | 250 | 0.0% | 0.00% | – |
| Q2 2017 | $22,000 | -50.0% | 250 | -50.0% | 0.00% | – |
| Q1 2017 | $44,000 | +109.5% | 500 | +100.0% | 0.00% | – |
| Q4 2016 | $21,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q3 2016 | $21,000 | -50.0% | 250 | -50.0% | 0.00% | – |
| Q2 2016 | $42,000 | +5.0% | 500 | 0.0% | 0.00% | – |
| Q1 2016 | $40,000 | +8.1% | 500 | 0.0% | 0.00% | – |
| Q4 2015 | $37,000 | -60.6% | 500 | -61.5% | 0.00% | – |
| Q3 2015 | $94,000 | -26.6% | 1,300 | -22.6% | 0.00% | – |
| Q2 2015 | $128,000 | -1.5% | 1,679 | 0.0% | 0.00% | – |
| Q1 2015 | $130,000 | -17.2% | 1,679 | -15.8% | 0.00% | – |
| Q4 2014 | $157,000 | -99.9% | 1,994 | -33.4% | 0.00% | – |
| Q3 2014 | $224,371,000 | +193.0% | 2,994 | +199.4% | 0.00% | – |
| Q2 2014 | $76,590,000 | +4.1% | 1,000 | 0.0% | 0.00% | – |
| Q1 2014 | $73,580,000 | +1.3% | 1,000 | 0.0% | 0.00% | – |
| Q4 2013 | $72,620,000 | +5.3% | 1,000 | 0.0% | 0.00% | – |
| Q3 2013 | $68,940,000 | +4.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2013 | $66,300,000 | – | 1,000 | – | 0.00% | – |
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% |