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 | $639,225 | -11.2% | 5,558 | -5.4% | 0.01% | -7.7% |
| Q2 2023 | $720,214 | +67.0% | 5,876 | +68.5% | 0.01% | -23.5% |
| Q1 2023 | $431,378 | -10.2% | 3,487 | -9.1% | 0.02% | -15.0% |
| Q4 2022 | $480,129 | +14.9% | 3,838 | +2.3% | 0.02% | -4.8% |
| Q3 2022 | $418,000 | -9.9% | 3,753 | -4.0% | 0.02% | -4.5% |
| Q2 2022 | $464,000 | +5.5% | 3,909 | +13.8% | 0.02% | +15.8% |
| Q1 2022 | $440,000 | +1.4% | 3,436 | +2.3% | 0.02% | +11.8% |
| Q4 2021 | $434,000 | +9.9% | 3,359 | -0.1% | 0.02% | -15.0% |
| Q3 2021 | $395,000 | -11.8% | 3,364 | -8.1% | 0.02% | -16.7% |
| Q2 2021 | $448,000 | +11.2% | 3,662 | +7.2% | 0.02% | -7.7% |
| Q1 2021 | $403,000 | +6.3% | 3,416 | -4.6% | 0.03% | -13.3% |
| Q4 2020 | $379,000 | +14.5% | 3,579 | +0.1% | 0.03% | -38.8% |
| Q3 2020 | $331,000 | +1.5% | 3,577 | +0.0% | 0.05% | -5.8% |
| Q2 2020 | $326,000 | +51.6% | 3,576 | +32.9% | 0.05% | +15.6% |
| Q1 2020 | $215,000 | +4.9% | 2,690 | +10.7% | 0.04% | -34.8% |
| Q3 2016 | $205,000 | – | 2,430 | – | 0.07% | – |
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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% |