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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,702,551 | +68503.9% | 29,929 | -30.6% | 0.10% | -34.4% |
| Q4 2022 | $5,397 | -99.8% | 43,141 | +121.8% | 0.15% | +129.9% |
| Q3 2022 | $2,169,000 | -36.7% | 19,454 | -32.7% | 0.07% | -30.9% |
| Q2 2022 | $3,428,000 | +52.4% | 28,885 | +64.4% | 0.10% | +79.6% |
| Q1 2022 | $2,250,000 | +87.3% | 17,565 | +88.9% | 0.05% | +80.0% |
| Q4 2021 | $1,201,000 | -45.0% | 9,300 | -50.0% | 0.03% | -41.2% |
| Q3 2021 | $2,185,000 | +28.7% | 18,591 | +33.8% | 0.05% | +34.2% |
| Q2 2021 | $1,698,000 | +22.2% | 13,890 | +17.9% | 0.04% | +18.8% |
| Q1 2021 | $1,390,000 | +3.5% | 11,777 | -7.1% | 0.03% | +18.5% |
| Q4 2020 | $1,343,000 | +435.1% | 12,679 | +367.2% | 0.03% | +350.0% |
| Q3 2020 | $251,000 | -2.0% | 2,714 | -3.5% | 0.01% | 0.0% |
| Q2 2020 | $256,000 | +13.8% | 2,811 | +34.6% | 0.01% | +20.0% |
| Q4 2019 | $225,000 | -97.8% | 2,088 | -98.2% | 0.01% | -98.1% |
| Q4 2018 | $10,105,000 | +1044.4% | 112,881 | +1066.0% | 0.26% | +866.7% |
| Q1 2018 | $883,000 | – | 9,681 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |