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 | $1,006,338 | +34.7% | 8,750 | +43.6% | 0.01% | 0.0% |
| Q2 2023 | $747,125 | +32.5% | 6,095 | +33.8% | 0.01% | 0.0% |
| Q1 2023 | $563,746 | +61.1% | 4,557 | +59.3% | 0.01% | 0.0% |
| Q2 2021 | $350,000 | +14.8% | 2,860 | -13.3% | 0.01% | +83.3% |
| Q3 2020 | $305,000 | -58.2% | 3,297 | -58.8% | 0.01% | -62.5% |
| Q2 2020 | $730,000 | -2.3% | 8,004 | -14.5% | 0.02% | -5.9% |
| Q1 2020 | $747,000 | +82.6% | 9,360 | +146.3% | 0.02% | +466.7% |
| Q4 2019 | $409,000 | -53.7% | 3,800 | -55.9% | 0.00% | -62.5% |
| Q3 2019 | $884,000 | -27.1% | 8,617 | -28.3% | 0.01% | -38.5% |
| Q2 2019 | $1,213,000 | -38.7% | 12,026 | -39.6% | 0.01% | -23.5% |
| Q1 2019 | $1,978,000 | +463.5% | 19,897 | +406.9% | 0.02% | +325.0% |
| Q4 2018 | $351,000 | -21.8% | 3,925 | -18.9% | 0.00% | +100.0% |
| Q2 2018 | $449,000 | -74.1% | 4,842 | -74.5% | 0.00% | -80.0% |
| Q1 2018 | $1,733,000 | -86.1% | 19,005 | -85.6% | 0.01% | -97.0% |
| Q4 2017 | $12,494,000 | +472.6% | 132,237 | +453.5% | 0.34% | +68.3% |
| Q3 2017 | $2,182,000 | +696.4% | 23,892 | +675.0% | 0.20% | +282.7% |
| Q2 2017 | $274,000 | – | 3,083 | – | 0.05% | – |
Download | ||||||
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% |