SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $524 | -54.7% | 4,559 | -51.7% | 0.02% | -50.0% |
Q2 2023 | $1,157 | +86.3% | 9,441 | +88.2% | 0.05% | +100.0% |
Q1 2023 | $621 | -100.0% | 5,016 | -66.1% | 0.02% | -72.2% |
Q2 2021 | $1,809,000 | -22.6% | 14,795 | -41.5% | 0.09% | -48.0% |
Q3 2020 | $2,336,000 | +91.6% | 25,276 | +89.1% | 0.17% | +80.2% |
Q2 2020 | $1,219,000 | -37.0% | 13,369 | -44.9% | 0.10% | -9.4% |
Q1 2020 | $1,936,000 | +1569.0% | 24,248 | +1688.2% | 0.11% | +1414.3% |
Q4 2016 | $116,000 | – | 1,356 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |