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 | $2,034,872 | -8.2% | 17,693 | -2.1% | 0.00% | 0.0% |
| Q2 2023 | $2,216,154 | -8.3% | 18,079 | -7.4% | 0.00% | -25.0% |
| Q1 2023 | $2,416,576 | +10.4% | 19,534 | +11.7% | 0.00% | 0.0% |
| Q4 2022 | $2,188,034 | -10.5% | 17,489 | -19.3% | 0.00% | 0.0% |
| Q3 2022 | $2,446,000 | +11.1% | 21,659 | +17.2% | 0.00% | +33.3% |
| Q2 2022 | $2,202,000 | +14.4% | 18,486 | +23.1% | 0.00% | 0.0% |
| Q1 2022 | $1,924,000 | -15.4% | 15,015 | -17.4% | 0.00% | 0.0% |
| Q4 2021 | $2,275,000 | +5.8% | 18,176 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $2,150,000 | -1.8% | 18,081 | +0.9% | 0.00% | 0.0% |
| Q2 2021 | $2,190,000 | -4.7% | 17,913 | -7.9% | 0.00% | 0.0% |
| Q1 2021 | $2,297,000 | -0.3% | 19,458 | -10.6% | 0.00% | -25.0% |
| Q4 2020 | $2,305,000 | +56.8% | 21,767 | +36.8% | 0.00% | +33.3% |
| Q3 2020 | $1,470,000 | +16.9% | 15,915 | +15.4% | 0.00% | +50.0% |
| Q2 2020 | $1,258,000 | +13.3% | 13,794 | -0.7% | 0.00% | 0.0% |
| Q1 2020 | $1,110,000 | -26.3% | 13,889 | -0.8% | 0.00% | 0.0% |
| Q4 2019 | $1,506,000 | +30.7% | 13,997 | +24.3% | 0.00% | 0.0% |
| Q3 2019 | $1,152,000 | +7.1% | 11,263 | +5.7% | 0.00% | 0.0% |
| Q2 2019 | $1,076,000 | -3.9% | 10,660 | -5.4% | 0.00% | 0.0% |
| Q1 2019 | $1,120,000 | -4.2% | 11,273 | -13.8% | 0.00% | 0.0% |
| Q4 2018 | $1,169,000 | -16.6% | 13,079 | -8.6% | 0.00% | 0.0% |
| Q3 2018 | $1,401,000 | +3.3% | 14,309 | -2.2% | 0.00% | 0.0% |
| Q2 2018 | $1,356,000 | +109.3% | 14,631 | +106.1% | 0.00% | +100.0% |
| Q1 2018 | $648,000 | +10.6% | 7,100 | +14.5% | 0.00% | 0.0% |
| Q4 2017 | $586,000 | +6.9% | 6,200 | +3.3% | 0.00% | 0.0% |
| Q3 2017 | $548,000 | +8.1% | 6,000 | +5.3% | 0.00% | 0.0% |
| Q2 2017 | $507,000 | +1.0% | 5,700 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $502,000 | -21.8% | 5,700 | -24.0% | 0.00% | 0.0% |
| Q4 2016 | $642,000 | +46.2% | 7,500 | +44.2% | 0.00% | 0.0% |
| Q3 2016 | $439,000 | -33.4% | 5,200 | -33.8% | 0.00% | 0.0% |
| Q2 2016 | $659,000 | +9.3% | 7,850 | +4.0% | 0.00% | 0.0% |
| Q1 2016 | $603,000 | +8.6% | 7,550 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $555,000 | +20.1% | 7,550 | +18.0% | 0.00% | 0.0% |
| Q3 2015 | $462,000 | +29.1% | 6,400 | +36.2% | 0.00% | 0.0% |
| Q2 2015 | $358,000 | +47.9% | 4,700 | +51.6% | 0.00% | – |
| Q1 2015 | $242,000 | -18.0% | 3,100 | -17.1% | 0.00% | -100.0% |
| Q4 2014 | $295,000 | -21.1% | 3,740 | -25.1% | 0.00% | 0.0% |
| Q3 2014 | $374,000 | -29.7% | 4,990 | -28.1% | 0.00% | 0.0% |
| Q2 2014 | $532,000 | -13.4% | 6,940 | -16.9% | 0.00% | 0.0% |
| Q1 2014 | $614,000 | +12.0% | 8,350 | +10.6% | 0.00% | 0.0% |
| Q4 2013 | $548,000 | +4.6% | 7,550 | -0.7% | 0.00% | 0.0% |
| Q3 2013 | $524,000 | +43.6% | 7,600 | +38.2% | 0.00% | 0.0% |
| Q2 2013 | $365,000 | – | 5,500 | – | 0.00% | – |
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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% |