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 | $883,852 | -24.2% | 7,685 | -19.2% | 0.62% | -20.2% |
| Q2 2023 | $1,165,368 | -4.3% | 9,507 | -3.4% | 0.78% | -15.6% |
| Q1 2023 | $1,217,925 | -2.3% | 9,845 | -1.2% | 0.93% | +0.3% |
| Q4 2022 | $1,246,346 | +14.6% | 9,962 | +2.1% | 0.92% | +14.5% |
| Q3 2022 | $1,088,000 | +8.3% | 9,761 | +15.3% | 0.81% | +14.1% |
| Q2 2022 | $1,005,000 | +10.1% | 8,466 | +18.8% | 0.71% | +25.1% |
| Q1 2022 | $913,000 | -1.5% | 7,126 | -0.8% | 0.57% | -22.3% |
| Q4 2021 | $927,000 | +12.2% | 7,180 | -19.7% | 0.73% | -24.8% |
| Q3 2020 | $826,000 | -6.5% | 8,936 | -7.7% | 0.97% | -5.7% |
| Q2 2020 | $883,000 | +9.8% | 9,681 | -3.9% | 1.03% | -8.1% |
| Q1 2020 | $804,000 | -26.7% | 10,071 | -1.2% | 1.12% | +1.5% |
| Q4 2019 | $1,097,000 | – | 10,198 | – | 1.10% | – |
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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% |