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 | $885,001 | -1.5% | 7,695 | +5.0% | 0.04% | 0.0% |
| Q2 2023 | $898,756 | +4.9% | 7,332 | +5.9% | 0.04% | -8.7% |
| Q1 2023 | $856,444 | +13.4% | 6,923 | +14.7% | 0.05% | +15.0% |
| Q4 2022 | $755,163 | +18.5% | 6,036 | +5.6% | 0.04% | +8.1% |
| Q3 2022 | $637,000 | -3.5% | 5,717 | +2.8% | 0.04% | 0.0% |
| Q2 2022 | $660,000 | +4.4% | 5,560 | +12.8% | 0.04% | +12.1% |
| Q1 2022 | $632,000 | +0.5% | 4,931 | +1.2% | 0.03% | 0.0% |
| Q4 2021 | $629,000 | +2.4% | 4,871 | -6.7% | 0.03% | -10.8% |
| Q3 2021 | $614,000 | +3.0% | 5,223 | +7.2% | 0.04% | +2.8% |
| Q2 2021 | $596,000 | +11.4% | 4,872 | +7.4% | 0.04% | +2.9% |
| Q1 2021 | $535,000 | +2.1% | 4,535 | -8.4% | 0.04% | -2.8% |
| Q4 2020 | $524,000 | +14.4% | 4,950 | -0.1% | 0.04% | 0.0% |
| Q3 2020 | $458,000 | -11.8% | 4,957 | -12.9% | 0.04% | -18.2% |
| Q2 2020 | $519,000 | +13.3% | 5,689 | -0.9% | 0.04% | -4.3% |
| Q1 2020 | $458,000 | -24.8% | 5,739 | +1.4% | 0.05% | -6.1% |
| Q4 2019 | $609,000 | +4.1% | 5,662 | -0.6% | 0.05% | -7.5% |
| Q3 2019 | $585,000 | -10.7% | 5,699 | -12.1% | 0.05% | -13.1% |
| Q2 2019 | $655,000 | +9.2% | 6,487 | +7.5% | 0.06% | +1.7% |
| Q1 2019 | $600,000 | +14.3% | 6,032 | +2.9% | 0.06% | +1.7% |
| Q4 2018 | $525,000 | +1.7% | 5,861 | +11.2% | 0.06% | +11.3% |
| Q3 2018 | $516,000 | +10.0% | 5,272 | +4.1% | 0.05% | +1.9% |
| Q2 2018 | $469,000 | +86.1% | 5,065 | +83.2% | 0.05% | +79.3% |
| Q1 2018 | $252,000 | -45.1% | 2,765 | -43.1% | 0.03% | -42.0% |
| Q4 2017 | $459,000 | +113.5% | 4,860 | +106.8% | 0.05% | +100.0% |
| Q3 2017 | $215,000 | +2.9% | 2,350 | 0.0% | 0.02% | -3.8% |
| Q2 2017 | $209,000 | +1.0% | 2,350 | 0.0% | 0.03% | -3.7% |
| Q1 2017 | $207,000 | +3.0% | 2,350 | 0.0% | 0.03% | -3.6% |
| Q4 2016 | $201,000 | – | 2,350 | – | 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% |