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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $395,098 | +16.5% | 3,158 | -1.4% | 0.06% | +7.8% |
| Q4 2020 | $339,000 | -45.0% | 3,203 | -52.0% | 0.05% | -52.8% |
| Q3 2020 | $616,000 | -70.6% | 6,668 | -71.0% | 0.11% | -71.6% |
| Q2 2020 | $2,098,000 | -19.4% | 23,008 | -29.4% | 0.38% | -32.7% |
| Q1 2020 | $2,604,000 | -34.1% | 32,607 | -11.3% | 0.56% | -17.5% |
| Q4 2019 | $3,954,000 | -11.0% | 36,753 | -15.2% | 0.68% | -15.7% |
| Q3 2019 | $4,445,000 | +7.1% | 43,325 | +5.3% | 0.81% | +17.1% |
| Q2 2019 | $4,150,000 | +72.3% | 41,135 | +69.8% | 0.69% | +59.9% |
| Q1 2019 | $2,408,000 | -6.9% | 24,223 | -16.1% | 0.43% | -19.2% |
| Q4 2018 | $2,586,000 | +96.7% | 28,883 | +115.1% | 0.54% | +93.9% |
| Q3 2018 | $1,315,000 | +24.8% | 13,430 | +18.2% | 0.28% | +13.5% |
| Q2 2018 | $1,054,000 | +148.6% | 11,366 | +144.4% | 0.24% | +149.0% |
| Q1 2018 | $424,000 | – | 4,650 | – | 0.10% | – |
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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% |