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 | $373,049 | -8.4% | 3,280 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $407,100 | +2.2% | 3,280 | +1.9% | 0.02% | -4.0% |
| Q1 2023 | $398,151 | -1.1% | 3,218 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $402,656 | +12.2% | 3,218 | 0.0% | 0.03% | -3.6% |
| Q3 2022 | $359,000 | -8.2% | 3,218 | -2.2% | 0.03% | -3.4% |
| Q2 2022 | $391,000 | -7.1% | 3,292 | +0.2% | 0.03% | +3.6% |
| Q1 2022 | $421,000 | -0.7% | 3,286 | +0.2% | 0.03% | -6.7% |
| Q4 2021 | $424,000 | +10.1% | 3,280 | +0.2% | 0.03% | -3.2% |
| Q3 2021 | $385,000 | -3.5% | 3,273 | +0.2% | 0.03% | -3.1% |
| Q2 2021 | $399,000 | +3.6% | 3,266 | +0.2% | 0.03% | -3.0% |
| Q1 2021 | $385,000 | – | 3,260 | – | 0.03% | – |
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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% |