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 | $675 | -12.5% | 5,866 | -6.8% | 0.05% | -9.8% |
| Q2 2023 | $771 | -1.7% | 6,291 | -0.8% | 0.05% | -5.6% |
| Q1 2023 | $784 | -1.1% | 6,341 | 0.0% | 0.05% | -6.9% |
| Q4 2022 | $793 | -99.9% | 6,341 | +5.0% | 0.06% | +11.5% |
| Q3 2022 | $674,000 | -6.0% | 6,041 | 0.0% | 0.05% | -3.7% |
| Q2 2022 | $717,000 | -3.4% | 6,041 | +4.3% | 0.05% | +20.0% |
| Q1 2022 | $742,000 | +1.4% | 5,791 | +2.2% | 0.04% | +7.1% |
| Q4 2021 | $732,000 | +2.5% | 5,666 | -6.8% | 0.04% | -4.5% |
| Q3 2021 | $714,000 | -3.9% | 6,077 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $743,000 | -7.5% | 6,077 | -10.7% | 0.05% | -14.8% |
| Q1 2021 | $803,000 | +10.0% | 6,802 | -1.3% | 0.05% | +8.0% |
| Q4 2020 | $730,000 | +5.5% | 6,891 | -8.0% | 0.05% | -5.7% |
| Q3 2020 | $692,000 | 0.0% | 7,491 | -1.3% | 0.05% | -13.1% |
| Q2 2020 | $692,000 | +14.2% | 7,591 | 0.0% | 0.06% | -11.6% |
| Q1 2020 | $606,000 | -35.2% | 7,591 | -12.7% | 0.07% | -23.3% |
| Q4 2019 | $935,000 | +6.7% | 8,691 | +1.8% | 0.09% | -4.3% |
| Q3 2019 | $876,000 | -1.2% | 8,541 | -2.8% | 0.09% | -1.1% |
| Q2 2019 | $887,000 | +1.5% | 8,791 | 0.0% | 0.10% | -2.1% |
| Q1 2019 | $874,000 | +11.1% | 8,791 | 0.0% | 0.10% | -6.7% |
| Q4 2018 | $787,000 | -8.6% | 8,791 | 0.0% | 0.10% | +3.0% |
| Q3 2018 | $861,000 | +5.6% | 8,791 | 0.0% | 0.10% | -2.9% |
| Q2 2018 | $815,000 | +1.6% | 8,791 | 0.0% | 0.10% | +3.0% |
| Q1 2018 | $802,000 | -3.5% | 8,791 | 0.0% | 0.10% | -7.3% |
| Q4 2017 | $831,000 | +3.5% | 8,791 | 0.0% | 0.11% | +3.8% |
| Q3 2017 | $803,000 | -2.5% | 8,791 | -5.1% | 0.10% | -4.5% |
| Q2 2017 | $824,000 | +0.9% | 9,266 | 0.0% | 0.11% | -1.8% |
| Q1 2017 | $817,000 | +3.0% | 9,266 | 0.0% | 0.11% | -0.9% |
| Q4 2016 | $793,000 | -0.8% | 9,266 | -2.1% | 0.11% | -2.6% |
| Q3 2016 | $799,000 | +5.8% | 9,466 | +5.3% | 0.12% | +5.5% |
| Q2 2016 | $755,000 | +2.7% | 8,991 | -2.2% | 0.11% | +0.9% |
| Q1 2016 | $735,000 | +20.5% | 9,191 | +10.9% | 0.11% | +9.0% |
| Q4 2015 | $610,000 | +2.0% | 8,291 | 0.0% | 0.10% | -3.8% |
| Q3 2015 | $598,000 | -9.0% | 8,291 | -3.8% | 0.10% | -2.8% |
| Q2 2015 | $657,000 | -3.7% | 8,618 | -1.1% | 0.11% | -8.5% |
| Q1 2015 | $682,000 | +7.4% | 8,718 | +8.2% | 0.12% | +5.4% |
| Q4 2014 | $635,000 | -4.2% | 8,055 | -9.0% | 0.11% | -11.9% |
| Q3 2014 | $663,000 | -3.5% | 8,852 | -1.3% | 0.13% | -19.2% |
| Q2 2014 | $687,000 | +2.4% | 8,973 | -1.6% | 0.16% | -1.9% |
| Q1 2014 | $671,000 | +6.3% | 9,123 | +5.0% | 0.16% | +1.9% |
| Q4 2013 | $631,000 | +5.3% | 8,691 | 0.0% | 0.16% | -6.0% |
| Q3 2013 | $599,000 | +6.4% | 8,691 | +2.4% | 0.17% | -0.6% |
| Q2 2013 | $563,000 | – | 8,491 | – | 0.17% | – |
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% |