SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $633,360 | -7.0% | 5,507 | -0.9% | 0.06% | -4.8% |
| Q2 2023 | $681,177 | -3.0% | 5,557 | -2.1% | 0.06% | -7.4% |
| Q1 2023 | $702,054 | -1.8% | 5,675 | -0.6% | 0.07% | -6.8% |
| Q4 2022 | $714,628 | -3.6% | 5,712 | -14.1% | 0.07% | -11.0% |
| Q3 2022 | $741,000 | -16.1% | 6,649 | -3.5% | 0.08% | -2.4% |
| Q1 2022 | $883,000 | -37.7% | 6,893 | -47.7% | 0.08% | -63.8% |
| Q4 2019 | $1,418,000 | +4.0% | 13,186 | -0.7% | 0.23% | -3.3% |
| Q3 2019 | $1,363,000 | -0.7% | 13,281 | -2.0% | 0.24% | -4.4% |
| Q2 2019 | $1,372,000 | +0.3% | 13,554 | -0.6% | 0.25% | -3.8% |
| Q1 2019 | $1,368,000 | +9.9% | 13,641 | -1.9% | 0.26% | -1.9% |
| Q4 2018 | $1,245,000 | +59.2% | 13,909 | +38.8% | 0.27% | +18.8% |
| Q4 2014 | $782,000 | +5.7% | 10,023 | -0.4% | 0.22% | 0.0% |
| Q3 2014 | $740,000 | -3.5% | 10,060 | -0.0% | 0.22% | -2.2% |
| Q2 2014 | $767,000 | – | 10,061 | – | 0.23% | – |
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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% |