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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $367,740 | -0.9% | 3,000 | 0.0% | 0.02% | -4.0% |
Q1 2023 | $371,130 | -1.1% | 3,000 | 0.0% | 0.02% | -3.8% |
Q4 2022 | $375,330 | +12.0% | 3,000 | 0.0% | 0.03% | +4.0% |
Q3 2022 | $335,000 | -5.9% | 3,000 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $356,000 | -44.5% | 3,000 | -40.0% | 0.02% | -32.4% |
Q1 2022 | $641,000 | +60.2% | 5,000 | -9.9% | 0.04% | +311.1% |
Q3 2015 | $400,000 | -5.4% | 5,550 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $423,000 | -2.5% | 5,550 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $434,000 | -0.7% | 5,550 | 0.0% | 0.01% | -10.0% |
Q4 2014 | $437,000 | +5.0% | 5,550 | 0.0% | 0.01% | +11.1% |
Q3 2014 | $416,000 | -1.2% | 5,550 | +0.9% | 0.01% | 0.0% |
Q2 2014 | $421,000 | +4.0% | 5,500 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $405,000 | +0.2% | 5,500 | -1.2% | 0.01% | 0.0% |
Q4 2013 | $404,000 | +6.6% | 5,566 | +1.2% | 0.01% | 0.0% |
Q3 2013 | $379,000 | +3.8% | 5,500 | 0.0% | 0.01% | -10.0% |
Q2 2013 | $365,000 | – | 5,500 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |