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 | $2,882,841 | -78.2% | 25,066 | -76.7% | 0.04% | -78.2% |
Q2 2023 | $13,200,272 | -8.7% | 107,687 | -7.8% | 0.19% | -12.3% |
Q1 2023 | $14,452,792 | +75084.9% | 116,828 | -24.0% | 0.22% | -27.2% |
Q4 2022 | $19,223 | -99.9% | 153,650 | +28.6% | 0.30% | +34.2% |
Q3 2022 | $13,319,000 | -6.2% | 119,457 | -0.2% | 0.22% | +1.4% |
Q2 2022 | $14,202,000 | -6.8% | 119,655 | +0.6% | 0.22% | +1.8% |
Q1 2022 | $15,231,000 | -0.8% | 118,894 | -0.0% | 0.22% | +8.5% |
Q4 2021 | $15,356,000 | +1.2% | 118,929 | -7.9% | 0.20% | -3.8% |
Q3 2021 | $15,179,000 | -3.8% | 129,126 | +0.1% | 0.21% | -1.9% |
Q2 2021 | $15,780,000 | +3.6% | 129,045 | +0.0% | 0.21% | +0.5% |
Q1 2021 | $15,228,000 | +308.9% | 129,021 | +267.0% | 0.21% | +285.5% |
Q4 2020 | $3,724,000 | +18.3% | 35,154 | +3.2% | 0.06% | +3.8% |
Q3 2020 | $3,148,000 | -5.5% | 34,068 | -6.7% | 0.05% | -8.6% |
Q2 2020 | $3,331,000 | +9.9% | 36,524 | -3.8% | 0.06% | -6.5% |
Q1 2020 | $3,031,000 | -50.8% | 37,957 | -33.7% | 0.06% | -34.7% |
Q4 2019 | $6,162,000 | – | 57,280 | – | 0.10% | – |
Download |
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% |