SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,462 | -6.2% | 1,743 | 0.0% | 0.07% | -2.9% |
| Q2 2023 | $213,657 | -0.9% | 1,743 | 0.0% | 0.07% | +11.1% |
| Q1 2023 | $215,627 | -1.1% | 1,743 | 0.0% | 0.06% | -30.0% |
| Q4 2022 | $218,067 | +4.8% | 1,743 | 0.0% | 0.09% | +18.4% |
| Q2 2022 | $208,000 | -6.7% | 1,743 | 0.0% | 0.08% | +13.4% |
| Q1 2022 | $223,000 | -0.4% | 1,743 | 0.0% | 0.07% | +28.8% |
| Q4 2021 | $224,000 | +9.3% | 1,743 | 0.0% | 0.05% | -16.1% |
| Q3 2021 | $205,000 | -71.4% | 1,743 | -70.3% | 0.06% | -72.8% |
| Q2 2021 | $718,000 | +3.6% | 5,873 | 0.0% | 0.23% | +0.4% |
| Q1 2021 | $693,000 | +11.4% | 5,873 | 0.0% | 0.23% | +4.6% |
| Q4 2020 | $622,000 | -58.5% | 5,873 | -63.8% | 0.22% | -69.5% |
| Q3 2020 | $1,500,000 | +28.3% | 16,231 | +26.6% | 0.71% | +5.8% |
| Q2 2020 | $1,169,000 | +14.3% | 12,816 | 0.0% | 0.67% | -20.9% |
| Q1 2020 | $1,023,000 | – | 12,816 | – | 0.85% | – |
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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% |