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 | $297,659 | -7.9% | 2,640 | +0.1% | 0.03% | 0.0% |
| Q2 2023 | $323,325 | -0.8% | 2,638 | +0.1% | 0.03% | -3.0% |
| Q1 2023 | $326,046 | -1.1% | 2,636 | +0.1% | 0.03% | -5.7% |
| Q4 2022 | $329,506 | +5.6% | 2,634 | -5.9% | 0.04% | -2.8% |
| Q3 2022 | $312,000 | -6.0% | 2,799 | +0.1% | 0.04% | 0.0% |
| Q2 2022 | $332,000 | -7.3% | 2,795 | +0.1% | 0.04% | +12.5% |
| Q1 2022 | $358,000 | -0.6% | 2,792 | +0.1% | 0.03% | +3.2% |
| Q4 2021 | $360,000 | +10.1% | 2,790 | +201.0% | 0.03% | 0.0% |
| Q3 2021 | $327,000 | -3.8% | 927 | -66.7% | 0.03% | -3.1% |
| Q2 2021 | $340,000 | +3.7% | 2,783 | +0.1% | 0.03% | -8.6% |
| Q1 2021 | $328,000 | -5.7% | 2,780 | -15.3% | 0.04% | -14.6% |
| Q4 2020 | $348,000 | +35.9% | 3,284 | +18.5% | 0.04% | +13.9% |
| Q3 2020 | $256,000 | – | 2,772 | – | 0.04% | – |
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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% |