SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,079,944 | -6.2% | 9,390 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $1,151,026 | -15.3% | 9,390 | -14.6% | 0.04% | -19.1% |
| Q1 2023 | $1,359,573 | -1.1% | 10,990 | 0.0% | 0.05% | -6.0% |
| Q4 2022 | $1,374,959 | +11.2% | 10,990 | -0.9% | 0.05% | +8.7% |
| Q3 2022 | $1,237,000 | -11.1% | 11,090 | +0.9% | 0.05% | -11.5% |
| Q2 2022 | $1,391,000 | -2.1% | 10,990 | -0.9% | 0.05% | +15.6% |
| Q1 2022 | $1,421,000 | -0.8% | 11,090 | 0.0% | 0.04% | +4.7% |
| Q4 2021 | $1,432,000 | +9.8% | 11,090 | 0.0% | 0.04% | +2.4% |
| Q3 2021 | $1,304,000 | -3.8% | 11,090 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $1,356,000 | -0.9% | 11,090 | -4.3% | 0.04% | -6.5% |
| Q1 2021 | $1,368,000 | +11.4% | 11,590 | 0.0% | 0.05% | +4.5% |
| Q4 2020 | $1,228,000 | +14.1% | 11,590 | -0.4% | 0.04% | 0.0% |
| Q3 2020 | $1,076,000 | -5.7% | 11,640 | -7.0% | 0.04% | -12.0% |
| Q2 2020 | $1,141,000 | – | 12,515 | – | 0.05% | – |
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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% |