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 | $867,974 | -5.4% | 7,547 | +0.8% | 0.13% | +1.5% |
| Q2 2023 | $917,681 | +6.9% | 7,486 | +7.9% | 0.13% | 0.0% |
| Q1 2023 | $858,648 | +2.5% | 6,941 | +3.6% | 0.13% | -0.8% |
| Q4 2022 | $838,026 | +12.2% | 6,698 | 0.0% | 0.13% | +4.8% |
| Q3 2022 | $747,000 | +1.2% | 6,698 | +7.7% | 0.12% | +3.3% |
| Q2 2022 | $738,000 | +8.5% | 6,217 | +17.1% | 0.12% | +27.4% |
| Q1 2022 | $680,000 | +12.0% | 5,311 | +13.0% | 0.10% | +17.3% |
| Q4 2021 | $607,000 | +7.2% | 4,700 | -2.4% | 0.08% | -4.7% |
| Q3 2021 | $566,000 | -21.6% | 4,817 | -39.1% | 0.08% | -75.4% |
| Q3 2017 | $722,000 | -3.1% | 7,904 | -5.6% | 0.35% | -16.6% |
| Q2 2017 | $745,000 | -38.1% | 8,377 | -38.7% | 0.42% | -33.2% |
| Q1 2017 | $1,204,000 | -3.5% | 13,658 | -6.1% | 0.62% | -8.9% |
| Q4 2016 | $1,248,000 | -8.9% | 14,551 | -10.4% | 0.68% | +10.0% |
| Q3 2016 | $1,370,000 | +123.1% | 16,242 | +122.1% | 0.62% | +108.1% |
| Q2 2016 | $614,000 | – | 7,312 | – | 0.30% | – |
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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% |