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 | $401,000 | -3.4% | 3,489 | +3.0% | 0.03% | 0.0% |
| Q2 2023 | $415,000 | -3.7% | 3,389 | -2.6% | 0.03% | -10.3% |
| Q1 2023 | $431,000 | -0.9% | 3,480 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $435,000 | +20.5% | 3,480 | +7.4% | 0.03% | +7.1% |
| Q3 2022 | $361,000 | -5.7% | 3,241 | +0.4% | 0.03% | 0.0% |
| Q2 2022 | $383,000 | -2.0% | 3,229 | +5.7% | 0.03% | +12.0% |
| Q1 2022 | $391,000 | -0.5% | 3,055 | +0.4% | 0.02% | 0.0% |
| Q4 2021 | $393,000 | +10.4% | 3,043 | +0.5% | 0.02% | 0.0% |
| Q3 2021 | $356,000 | -3.3% | 3,028 | +0.5% | 0.02% | -3.8% |
| Q2 2021 | $368,000 | +4.0% | 3,014 | +0.4% | 0.03% | 0.0% |
| Q1 2021 | $354,000 | +12.0% | 3,001 | +0.4% | 0.03% | +4.0% |
| Q4 2020 | $316,000 | +15.3% | 2,988 | +0.6% | 0.02% | +4.2% |
| Q3 2020 | $274,000 | +1.9% | 2,969 | +0.5% | 0.02% | -7.7% |
| Q2 2020 | $269,000 | +14.5% | 2,955 | +0.5% | 0.03% | -13.3% |
| Q1 2020 | $235,000 | -25.4% | 2,940 | +0.5% | 0.03% | -3.2% |
| Q4 2019 | $315,000 | +5.4% | 2,925 | +0.5% | 0.03% | 0.0% |
| Q3 2019 | $299,000 | +2.4% | 2,911 | +0.4% | 0.03% | +3.3% |
| Q2 2019 | $292,000 | +1.7% | 2,898 | +0.4% | 0.03% | 0.0% |
| Q1 2019 | $287,000 | +11.2% | 2,887 | +0.3% | 0.03% | -3.2% |
| Q4 2018 | $258,000 | -7.9% | 2,877 | +0.5% | 0.03% | +6.9% |
| Q3 2018 | $280,000 | +6.1% | 2,863 | +0.4% | 0.03% | -3.3% |
| Q2 2018 | $264,000 | +1.9% | 2,852 | +0.4% | 0.03% | 0.0% |
| Q1 2018 | $259,000 | -3.0% | 2,840 | +0.4% | 0.03% | -3.2% |
| Q4 2017 | $267,000 | +5.5% | 2,829 | +1.9% | 0.03% | 0.0% |
| Q3 2017 | $253,000 | +2.8% | 2,775 | +0.4% | 0.03% | 0.0% |
| Q2 2017 | $246,000 | – | 2,765 | – | 0.03% | – |
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% |