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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,751 | -6.2% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,129 | +98.2% | 50 | +100.0% | 0.00% | 0.0% |
| Q1 2023 | $3,093 | -1.1% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,128 | +56.4% | 25 | +25.0% | 0.00% | – |
| Q3 2022 | $2,000 | -85.7% | 20 | -86.4% | 0.00% | -100.0% |
| Q4 2017 | $14,000 | +7.7% | 147 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 147 | 0.0% | 0.00% | -20.0% |
| Q2 2017 | $13,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $13,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $13,000 | +8.3% | 147 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 147 | 0.0% | 0.01% | -16.7% |
| Q2 2016 | $12,000 | 0.0% | 147 | 0.0% | 0.01% | -14.3% |
| Q1 2016 | $12,000 | +9.1% | 147 | 0.0% | 0.01% | +16.7% |
| Q4 2015 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | -14.3% |
| Q3 2015 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $11,000 | -8.3% | 147 | 0.0% | 0.01% | -12.5% |
| Q4 2014 | $12,000 | +9.1% | 147 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $11,000 | -42.1% | 147 | -43.2% | 0.01% | -43.8% |
| Q4 2013 | $19,000 | +5.6% | 259 | 0.0% | 0.02% | -5.9% |
| Q3 2013 | $18,000 | – | 259 | – | 0.02% | – |
Download | ||||||
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% |