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 | $489,253 | -5.7% | 4,254 | +0.5% | 0.02% | +14.3% |
| Q2 2023 | $518,759 | -53.1% | 4,232 | -52.6% | 0.01% | -51.7% |
| Q1 2023 | $1,105,246 | -18.7% | 8,934 | -30.4% | 0.03% | +45.0% |
| Q4 2020 | $1,360,000 | +19.0% | 12,835 | +11.6% | 0.02% | -70.6% |
| Q1 2019 | $1,143,000 | -3.9% | 11,500 | -13.4% | 0.07% | -55.8% |
| Q4 2018 | $1,189,000 | +84.1% | 13,279 | +51.3% | 0.15% | +102.6% |
| Q4 2015 | $646,000 | – | 8,774 | – | 0.08% | – |
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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% |