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 | $1,188,284 | -3.7% | 10,332 | +2.6% | 0.27% | +0.7% |
| Q2 2023 | $1,234,013 | +9.0% | 10,067 | +10.0% | 0.27% | +4.3% |
| Q1 2023 | $1,131,699 | +11.9% | 9,148 | +13.2% | 0.26% | +13.3% |
| Q4 2022 | $1,011,264 | +3.8% | 8,083 | -7.5% | 0.23% | -8.9% |
| Q3 2022 | $974,000 | +9.9% | 8,741 | +17.1% | 0.25% | +13.2% |
| Q2 2022 | $886,000 | +19.9% | 7,465 | +29.4% | 0.22% | +37.7% |
| Q1 2022 | $739,000 | +13.0% | 5,767 | +13.8% | 0.16% | +16.1% |
| Q4 2021 | $654,000 | – | 5,068 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |