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 | $713,752 | -6.2% | 6,206 | 0.0% | 0.05% | -8.0% |
Q2 2023 | $760,731 | -0.9% | 6,206 | 0.0% | 0.05% | -3.8% |
Q1 2023 | $767,744 | -1.1% | 6,206 | 0.0% | 0.05% | -1.9% |
Q4 2022 | $776,433 | +148.1% | 6,206 | +121.2% | 0.05% | +120.8% |
Q3 2022 | $313,000 | -15.2% | 2,806 | -9.7% | 0.02% | -11.1% |
Q2 2022 | $369,000 | -11.5% | 3,106 | -4.6% | 0.03% | +3.8% |
Q1 2022 | $417,000 | +13.0% | 3,256 | +14.0% | 0.03% | +13.0% |
Q4 2021 | $369,000 | +9.8% | 2,856 | 0.0% | 0.02% | +4.5% |
Q3 2021 | $336,000 | +14.3% | 2,856 | +18.7% | 0.02% | +15.8% |
Q2 2021 | $294,000 | +3.5% | 2,406 | 0.0% | 0.02% | -9.5% |
Q1 2021 | $284,000 | +11.4% | 2,406 | 0.0% | 0.02% | +5.0% |
Q4 2020 | $255,000 | +14.9% | 2,406 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $222,000 | +1.4% | 2,406 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $219,000 | – | 2,406 | – | 0.02% | – |
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% |