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 | $284,995 | -12.0% | 2,478 | -6.2% | 0.04% | -4.4% |
| Q2 2023 | $323,979 | -14.3% | 2,643 | -13.5% | 0.04% | -19.6% |
| Q1 2023 | $377,934 | -7.6% | 3,055 | -6.5% | 0.06% | -12.5% |
| Q4 2022 | $408,848 | -3.6% | 3,268 | -14.0% | 0.06% | -11.1% |
| Q3 2022 | $424,000 | -14.0% | 3,799 | -8.5% | 0.07% | -10.0% |
| Q2 2022 | $493,000 | +4.2% | 4,150 | +12.3% | 0.08% | +31.1% |
| Q1 2022 | $473,000 | -3.9% | 3,694 | -3.1% | 0.06% | -1.6% |
| Q4 2021 | $492,000 | +17.1% | 3,811 | +6.5% | 0.06% | +3.3% |
| Q3 2021 | $420,000 | -3.9% | 3,577 | 0.0% | 0.06% | -4.8% |
| Q2 2021 | $437,000 | – | 3,577 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |