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 | $123 | +392.0% | 4,100 | +141.2% | 0.01% | +333.3% |
| Q2 2023 | $25 | – | 1,700 | +325.0% | 0.00% | – |
| Q1 2023 | $0 | -100.0% | 400 | -96.0% | 0.00% | -100.0% |
| Q4 2022 | $77 | -99.8% | 9,954 | -18.4% | 0.01% | +250.0% |
| Q3 2022 | $43,000 | -44.2% | 12,200 | +221.1% | 0.00% | -50.0% |
| Q1 2022 | $77,000 | – | 3,800 | +850.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 400 | -73.3% | 0.00% | -100.0% |
| Q3 2021 | $129,000 | +3125.0% | 1,500 | +66.7% | 0.01% | – |
| Q2 2021 | $4,000 | -98.7% | 900 | -82.3% | 0.00% | -100.0% |
| Q1 2021 | $305,000 | +1806.2% | 5,099 | +54.5% | 0.02% | +1400.0% |
| Q4 2020 | $16,000 | +60.0% | 3,300 | -23.3% | 0.00% | – |
| Q3 2020 | $10,000 | -83.9% | 4,300 | -27.1% | 0.00% | -100.0% |
| Q2 2020 | $62,000 | +463.6% | 5,899 | +51.3% | 0.00% | +300.0% |
| Q1 2020 | $11,000 | -21.4% | 3,900 | -20.4% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | -90.0% | 4,900 | -31.0% | 0.00% | -92.3% |
| Q3 2019 | $140,000 | +677.8% | 7,099 | -48.9% | 0.01% | +550.0% |
| Q2 2019 | $18,000 | -35.7% | 13,900 | -58.6% | 0.00% | -33.3% |
| Q1 2019 | $28,000 | +40.0% | 33,600 | +309.8% | 0.00% | +200.0% |
| Q4 2018 | $20,000 | +122.2% | 8,200 | +272.7% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | +800.0% | 2,200 | +100.0% | 0.00% | – |
| Q2 2018 | $1,000 | -50.0% | 1,100 | -15.4% | 0.00% | – |
| Q1 2018 | $2,000 | -88.9% | 1,300 | +333.3% | 0.00% | -100.0% |
| Q4 2017 | $18,000 | – | 300 | -25.0% | 0.00% | – |
| Q3 2017 | $0 | – | 400 | +33.3% | 0.00% | – |
| Q2 2017 | $0 | -100.0% | 300 | -96.8% | 0.00% | -100.0% |
| Q1 2017 | $208,000 | -45.1% | 9,447 | -30.3% | 0.01% | -35.7% |
| Q4 2016 | $379,000 | +134.0% | 13,551 | +27.0% | 0.01% | +100.0% |
| Q3 2016 | $162,000 | +237.5% | 10,673 | -33.3% | 0.01% | +250.0% |
| Q2 2016 | $48,000 | +29.7% | 16,003 | -21.6% | 0.00% | 0.0% |
| Q1 2016 | $37,000 | +311.1% | 20,400 | +8.5% | 0.00% | +100.0% |
| Q4 2015 | $9,000 | – | 18,800 | – | 0.00% | – |
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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% |