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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $202,000 | -10.2% | 2,140 | -19.7% | 0.09% | -24.3% |
| Q3 2016 | $225,000 | -5.1% | 2,666 | -5.5% | 0.12% | -6.5% |
| Q2 2016 | $237,000 | -2.5% | 2,821 | -7.1% | 0.12% | -4.7% |
| Q1 2016 | $243,000 | +8.5% | 3,038 | 0.0% | 0.13% | +3.2% |
| Q4 2015 | $224,000 | -0.9% | 3,038 | -3.2% | 0.12% | -6.7% |
| Q3 2015 | $226,000 | -5.4% | 3,138 | 0.0% | 0.13% | -17.8% |
| Q2 2015 | $239,000 | +6.2% | 3,138 | +9.2% | 0.16% | +5.2% |
| Q1 2015 | $225,000 | -7.0% | 2,873 | -6.4% | 0.16% | -10.9% |
| Q4 2014 | $242,000 | -9.0% | 3,068 | -13.7% | 0.17% | -11.2% |
| Q3 2014 | $266,000 | -5.0% | 3,554 | -2.7% | 0.20% | -3.4% |
| Q2 2014 | $280,000 | +4.1% | 3,654 | 0.0% | 0.20% | -2.4% |
| Q1 2014 | $269,000 | +1.5% | 3,654 | 0.0% | 0.21% | -2.3% |
| Q4 2013 | $265,000 | +3.5% | 3,654 | -1.7% | 0.21% | -4.9% |
| Q3 2013 | $256,000 | -0.4% | 3,717 | -4.0% | 0.22% | -7.8% |
| Q2 2013 | $257,000 | – | 3,870 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |