SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,625 | -6.2% | 2,440 | 0.0% | 0.02% | -7.4% |
| Q2 2023 | $299,096 | -0.9% | 2,440 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $301,853 | -1.1% | 2,440 | 0.0% | 0.03% | -9.7% |
| Q4 2022 | $305,268 | +12.2% | 2,440 | 0.0% | 0.03% | +3.3% |
| Q3 2022 | $272,000 | -6.2% | 2,440 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $290,000 | -7.3% | 2,440 | 0.0% | 0.03% | +6.9% |
| Q1 2022 | $313,000 | +9.1% | 2,440 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $287,000 | -3.7% | 2,440 | 0.0% | 0.03% | -6.5% |
| Q2 2021 | $298,000 | +3.5% | 2,440 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $288,000 | +11.6% | 2,440 | 0.0% | 0.03% | +3.2% |
| Q4 2020 | $258,000 | +14.7% | 2,440 | 0.0% | 0.03% | +3.3% |
| Q3 2020 | $225,000 | +0.9% | 2,440 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $223,000 | +14.4% | 2,440 | 0.0% | 0.03% | -6.1% |
| Q1 2020 | $195,000 | -25.6% | 2,440 | 0.0% | 0.03% | -17.5% |
| Q4 2019 | $262,000 | +4.8% | 2,440 | 0.0% | 0.04% | -2.4% |
| Q3 2019 | $250,000 | +1.6% | 2,440 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $246,000 | +1.2% | 2,440 | 0.0% | 0.04% | -2.4% |
| Q1 2019 | $243,000 | +11.5% | 2,440 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $218,000 | -8.8% | 2,440 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $239,000 | +5.8% | 2,440 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $226,000 | -2.6% | 2,440 | -4.1% | 0.04% | -6.5% |
| Q1 2018 | $232,000 | -15.9% | 2,543 | -12.9% | 0.05% | -9.8% |
| Q4 2017 | $276,000 | +1.5% | 2,921 | -2.0% | 0.05% | -3.8% |
| Q3 2017 | $272,000 | +2.6% | 2,982 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $265,000 | +0.8% | 2,982 | 0.0% | 0.05% | -3.6% |
| Q1 2017 | $263,000 | -1.9% | 2,982 | -4.7% | 0.06% | -6.8% |
| Q4 2016 | $268,000 | +1.5% | 3,128 | 0.0% | 0.06% | -6.3% |
| Q3 2016 | $264,000 | +28.8% | 3,128 | +28.2% | 0.06% | +26.0% |
| Q2 2016 | $205,000 | +5.1% | 2,440 | 0.0% | 0.05% | -2.0% |
| Q1 2016 | $195,000 | +8.3% | 2,440 | 0.0% | 0.05% | +6.2% |
| Q4 2015 | $180,000 | +63.6% | 2,440 | +69.4% | 0.05% | -36.0% |
| Q4 2011 | $110,000 | – | 1,440 | – | 0.08% | – |
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% |