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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $284,000 | +3.6% | 2,322 | 0.0% | 0.06% | -5.1% |
| Q1 2021 | $274,000 | +11.4% | 2,322 | 0.0% | 0.06% | +3.5% |
| Q4 2020 | $246,000 | +14.4% | 2,322 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $215,000 | +1.4% | 2,322 | 0.0% | 0.06% | -5.0% |
| Q2 2020 | $212,000 | -15.2% | 2,322 | 0.0% | 0.06% | -15.5% |
| Q4 2019 | $250,000 | +5.0% | 2,322 | 0.0% | 0.07% | -2.7% |
| Q3 2019 | $238,000 | +1.7% | 2,322 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $234,000 | +1.3% | 2,322 | 0.0% | 0.07% | -1.4% |
| Q1 2019 | $231,000 | -1.7% | 2,322 | -11.4% | 0.07% | -21.3% |
| Q4 2018 | $235,000 | -31.5% | 2,622 | -25.2% | 0.09% | -20.3% |
| Q3 2018 | $343,000 | +5.5% | 3,505 | 0.0% | 0.12% | -3.3% |
| Q2 2018 | $325,000 | +2.2% | 3,505 | +0.6% | 0.12% | 0.0% |
| Q1 2018 | $318,000 | -25.0% | 3,483 | -22.3% | 0.12% | -24.7% |
| Q4 2017 | $424,000 | +1.7% | 4,483 | 0.0% | 0.16% | 0.0% |
| Q3 2017 | $417,000 | +4.8% | 4,483 | 0.0% | 0.16% | +3.2% |
| Q2 2017 | $398,000 | – | 4,483 | – | 0.16% | – |
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% |