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% | – |
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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% |