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 | $230,020 | -6.2% | 2,000 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $245,160 | -20.7% | 2,000 | -20.0% | 0.01% | -16.7% |
| Q1 2023 | $309,275 | -1.1% | 2,500 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $312,775 | -12.9% | 2,500 | -22.4% | 0.01% | -18.8% |
| Q3 2022 | $359,000 | -6.0% | 3,222 | 0.0% | 0.02% | -5.9% |
| Q2 2022 | $382,000 | -7.5% | 3,222 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $413,000 | -0.7% | 3,222 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $416,000 | -17.9% | 3,222 | -25.3% | 0.02% | -21.7% |
| Q3 2021 | $507,000 | -4.0% | 4,316 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $528,000 | -7.0% | 4,316 | -10.4% | 0.02% | -11.1% |
| Q1 2021 | $568,000 | +44.2% | 4,816 | +29.4% | 0.03% | +28.6% |
| Q4 2020 | $394,000 | +42.2% | 3,722 | +24.1% | 0.02% | +23.5% |
| Q3 2020 | $277,000 | +1.1% | 3,000 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $274,000 | -14.1% | 3,000 | -25.0% | 0.02% | -33.3% |
| Q1 2020 | $319,000 | -25.8% | 4,000 | 0.0% | 0.02% | +9.1% |
| Q4 2019 | $430,000 | +4.9% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $410,000 | +1.5% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $404,000 | +12.8% | 4,000 | 0.0% | 0.02% | +10.0% |
| Q4 2018 | $358,000 | -8.7% | 4,000 | 0.0% | 0.02% | +11.1% |
| Q3 2018 | $392,000 | +5.7% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $371,000 | +1.6% | 4,000 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $365,000 | -3.4% | 4,000 | 0.0% | 0.02% | -5.0% |
| Q4 2017 | $378,000 | +3.6% | 4,000 | 0.0% | 0.02% | -13.0% |
| Q3 2017 | $365,000 | +2.5% | 4,000 | 0.0% | 0.02% | -4.2% |
| Q2 2017 | $356,000 | +0.8% | 4,000 | 0.0% | 0.02% | +9.1% |
| Q1 2017 | $353,000 | +3.2% | 4,000 | 0.0% | 0.02% | +4.8% |
| Q4 2016 | $342,000 | +1.5% | 4,000 | 0.0% | 0.02% | -16.0% |
| Q3 2016 | $337,000 | +0.3% | 4,000 | 0.0% | 0.02% | +8.7% |
| Q2 2016 | $336,000 | +5.0% | 4,000 | 0.0% | 0.02% | +15.0% |
| Q1 2016 | $320,000 | +8.8% | 4,000 | 0.0% | 0.02% | +11.1% |
| Q4 2015 | $294,000 | +1.7% | 4,000 | 0.0% | 0.02% | +12.5% |
| Q3 2015 | $289,000 | -5.2% | 4,000 | 0.0% | 0.02% | -5.9% |
| Q2 2015 | $305,000 | -2.6% | 4,000 | 0.0% | 0.02% | -5.6% |
| Q1 2015 | $313,000 | -0.6% | 4,000 | 0.0% | 0.02% | -5.3% |
| Q4 2014 | $315,000 | +5.0% | 4,000 | 0.0% | 0.02% | +11.8% |
| Q3 2014 | $300,000 | -2.0% | 4,000 | 0.0% | 0.02% | -10.5% |
| Q2 2014 | $306,000 | +4.1% | 4,000 | 0.0% | 0.02% | +11.8% |
| Q1 2014 | $294,000 | +1.4% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $290,000 | – | 4,000 | – | 0.02% | – |
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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% |