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 | $754,749 | -10.7% | 6,562 | -4.8% | 0.07% | -11.4% |
| Q2 2023 | $844,927 | +1.8% | 6,893 | +2.7% | 0.08% | -4.8% |
| Q1 2023 | $830,122 | +8.2% | 6,710 | +9.4% | 0.08% | +1.2% |
| Q4 2022 | $767,451 | +18.1% | 6,134 | +5.2% | 0.08% | +13.9% |
| Q3 2022 | $650,000 | -4.4% | 5,831 | +1.8% | 0.07% | 0.0% |
| Q2 2022 | $680,000 | -3.8% | 5,729 | +3.8% | 0.07% | +16.1% |
| Q1 2022 | $707,000 | +22.1% | 5,520 | +23.2% | 0.06% | +34.8% |
| Q4 2021 | $579,000 | +33.7% | 4,482 | +21.6% | 0.05% | +24.3% |
| Q3 2021 | $433,000 | -9.2% | 3,686 | -5.5% | 0.04% | -9.8% |
| Q2 2021 | $477,000 | +16.3% | 3,900 | +15.5% | 0.04% | +17.1% |
| Q1 2021 | $410,000 | +24.2% | 3,376 | +8.5% | 0.04% | +12.9% |
| Q4 2020 | $330,000 | +37.5% | 3,111 | +20.0% | 0.03% | +19.2% |
| Q3 2020 | $240,000 | – | 2,592 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |