SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $219 | -6.0% | 1,902 | 0.0% | 0.13% | +40.9% |
Q2 2023 | $233 | -0.9% | 1,902 | 0.0% | 0.09% | -1.1% |
Q1 2023 | $235 | -1.3% | 1,902 | 0.0% | 0.09% | +2.2% |
Q4 2022 | $238 | -99.9% | 1,902 | 0.0% | 0.09% | +5.7% |
Q3 2022 | $212,000 | -6.2% | 1,902 | 0.0% | 0.09% | -7.4% |
Q2 2022 | $226,000 | -7.4% | 1,902 | 0.0% | 0.09% | +6.8% |
Q1 2022 | $244,000 | -0.8% | 1,902 | 0.0% | 0.09% | +6.0% |
Q4 2021 | $246,000 | +9.8% | 1,902 | 0.0% | 0.08% | -31.4% |
Q3 2021 | $224,000 | -65.7% | 1,902 | -64.4% | 0.12% | -59.9% |
Q2 2021 | $654,000 | +3.6% | 5,348 | 0.0% | 0.30% | -3.2% |
Q1 2021 | $631,000 | +11.3% | 5,348 | 0.0% | 0.31% | -14.5% |
Q4 2020 | $567,000 | -86.0% | 5,348 | -87.8% | 0.36% | -80.5% |
Q3 2020 | $4,050,000 | -2.1% | 43,828 | -3.4% | 1.87% | -7.2% |
Q2 2020 | $4,136,000 | +14.2% | 45,349 | 0.0% | 2.01% | +12.2% |
Q1 2020 | $3,622,000 | -28.7% | 45,349 | -4.0% | 1.80% | -5.5% |
Q4 2019 | $5,083,000 | – | 47,249 | – | 1.90% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |