SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,343 | -38.0% | 2,368 | -33.9% | 0.01% | -40.0% |
| Q2 2023 | $439,449 | -97.8% | 3,585 | -97.8% | 0.02% | -98.0% |
| Q1 2023 | $19,975,017 | -10.0% | 161,466 | -8.9% | 0.98% | -17.0% |
| Q4 2022 | $22,185,826 | +32.4% | 177,330 | +18.0% | 1.18% | +19.6% |
| Q3 2022 | $16,756,000 | +1.0% | 150,285 | +7.5% | 0.99% | +0.5% |
| Q2 2022 | $16,591,000 | +3722.8% | 139,788 | +4026.0% | 0.98% | +4178.3% |
| Q1 2022 | $434,000 | -0.7% | 3,388 | 0.0% | 0.02% | -30.3% |
| Q4 2021 | $437,000 | +1720.8% | 3,388 | +958.8% | 0.03% | +266.7% |
| Q3 2014 | $24,000 | – | 320 | – | 0.01% | – |
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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% |