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 | $202,303 | -5.4% | 1,759 | +0.9% | 0.02% | 0.0% |
| Q2 2023 | $213,779 | -6.2% | 1,744 | -5.3% | 0.02% | -11.1% |
| Q1 2023 | $227,874 | +98546.8% | 1,842 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $231 | -99.9% | 1,842 | -0.3% | 0.03% | +16.7% |
| Q3 2022 | $206,000 | -5.9% | 1,847 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $219,000 | -2.2% | 1,847 | -27.1% | 0.02% | -52.0% |
| Q1 2017 | $224,000 | +3.7% | 2,534 | 0.0% | 0.05% | -2.0% |
| Q4 2016 | $216,000 | +1.4% | 2,534 | 0.0% | 0.05% | 0.0% |
| Q3 2016 | $213,000 | 0.0% | 2,534 | -0.2% | 0.05% | -1.9% |
| Q2 2016 | $213,000 | -3.2% | 2,539 | -7.6% | 0.05% | -5.5% |
| Q1 2016 | $220,000 | -2.2% | 2,749 | -10.1% | 0.06% | -3.5% |
| Q4 2015 | $225,000 | -27.4% | 3,057 | -28.8% | 0.06% | -27.8% |
| Q3 2015 | $310,000 | -2.8% | 4,295 | +2.7% | 0.08% | +2.6% |
| Q2 2015 | $319,000 | -3.6% | 4,181 | -1.1% | 0.08% | -3.8% |
| Q1 2015 | $331,000 | -1.8% | 4,228 | -1.1% | 0.08% | -5.9% |
| Q4 2014 | $337,000 | +5.0% | 4,273 | 0.0% | 0.08% | -1.2% |
| Q3 2014 | $321,000 | -1.8% | 4,273 | 0.0% | 0.09% | 0.0% |
| Q2 2014 | $327,000 | +46.6% | 4,273 | +40.8% | 0.09% | +30.3% |
| Q1 2014 | $223,000 | -26.4% | 3,035 | -27.2% | 0.07% | -21.4% |
| Q4 2013 | $303,000 | +5.2% | 4,170 | 0.0% | 0.08% | -3.4% |
| Q3 2013 | $288,000 | +4.0% | 4,170 | -0.4% | 0.09% | -2.2% |
| Q2 2013 | $277,000 | – | 4,185 | – | 0.09% | – |
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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% |