SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,882,936 | -7.4% | 93,434 | -4.5% | 0.12% | -13.8% |
Q1 2024 | $12,837,766 | +12.3% | 97,819 | +7.0% | 0.14% | +2.8% |
Q4 2023 | $11,428,407 | -20.1% | 91,449 | -26.5% | 0.14% | -31.2% |
Q3 2023 | $14,303,219 | +6.8% | 124,365 | +13.8% | 0.20% | +6.8% |
Q2 2023 | $13,391,375 | +2.8% | 109,246 | +3.8% | 0.19% | -7.7% |
Q1 2023 | $13,020,725 | -6.7% | 105,252 | -5.7% | 0.21% | -14.4% |
Q4 2022 | $13,962,401 | +99.7% | 111,601 | +77.9% | 0.24% | +77.4% |
Q3 2022 | $6,993,000 | -8.2% | 62,721 | -2.3% | 0.14% | -5.5% |
Q2 2022 | $7,618,000 | -4.7% | 64,184 | +2.9% | 0.14% | +10.7% |
Q1 2022 | $7,992,000 | +19.6% | 62,383 | +20.6% | 0.13% | +24.8% |
Q4 2021 | $6,680,000 | +12.1% | 51,736 | +2.1% | 0.10% | +2.9% |
Q3 2021 | $5,957,000 | -11.2% | 50,677 | -7.7% | 0.10% | -12.1% |
Q2 2021 | $6,711,000 | +5.2% | 54,882 | +1.5% | 0.12% | -14.1% |
Q1 2021 | $6,381,000 | +17.6% | 54,059 | +5.6% | 0.14% | +9.8% |
Q4 2020 | $5,424,000 | +12.9% | 51,205 | -1.5% | 0.12% | -0.8% |
Q3 2020 | $4,803,000 | -1.2% | 51,985 | -2.5% | 0.12% | -11.4% |
Q2 2020 | $4,863,000 | -8.7% | 53,317 | -20.0% | 0.14% | -26.7% |
Q1 2020 | $5,324,000 | -28.5% | 66,666 | -3.6% | 0.19% | -12.0% |
Q4 2019 | $7,443,000 | – | 69,189 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |