SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,568 | -76.8% | 127 | -84.8% | 0.00% | -83.3% |
| Q1 2020 | $67,000 | -20.2% | 836 | 0.0% | 0.01% | -20.0% |
| Q2 2019 | $84,000 | +1.2% | 836 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $83,000 | +10.7% | 836 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $75,000 | -8.5% | 836 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $82,000 | +3.8% | 836 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $79,000 | +3.9% | 836 | 0.0% | 0.02% | -5.9% |
| Q1 2018 | $76,000 | -3.8% | 836 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $79,000 | +3.9% | 836 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $76,000 | +2.7% | 836 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $74,000 | 0.0% | 836 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $74,000 | +2.8% | 836 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $72,000 | +1.4% | 836 | 0.0% | 0.02% | +12.5% |
| Q3 2016 | $71,000 | +1.4% | 836 | 0.0% | 0.02% | -5.9% |
| Q2 2016 | $70,000 | +4.5% | 836 | 0.0% | 0.02% | -10.5% |
| Q1 2016 | $67,000 | +8.1% | 836 | 0.0% | 0.02% | +11.8% |
| Q4 2015 | $62,000 | +3.3% | 836 | 0.0% | 0.02% | -5.6% |
| Q3 2015 | $60,000 | -18.9% | 836 | -14.3% | 0.02% | -18.2% |
| Q2 2015 | $74,000 | -2.6% | 976 | 0.0% | 0.02% | -4.3% |
| Q1 2015 | $76,000 | -1.3% | 976 | 0.0% | 0.02% | -11.5% |
| Q4 2014 | $77,000 | -12.5% | 976 | -17.1% | 0.03% | -16.1% |
| Q3 2014 | $88,000 | – | 1,178 | – | 0.03% | – |
Download | ||||||
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% |