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 | $403,229 | -6.1% | 3,506 | +0.1% | 0.05% | -1.9% |
| Q2 2023 | $429,342 | -5.9% | 3,503 | -5.0% | 0.05% | -14.5% |
| Q1 2023 | $456,122 | +13.0% | 3,687 | +14.3% | 0.06% | +1.6% |
| Q4 2022 | $403,732 | +0.7% | 3,227 | -21.2% | 0.06% | -69.2% |
| Q3 2018 | $401,000 | -17.7% | 4,095 | -22.1% | 0.20% | -24.4% |
| Q2 2018 | $487,000 | +1.5% | 5,255 | -0.2% | 0.26% | -3.7% |
| Q1 2018 | $480,000 | -3.6% | 5,266 | 0.0% | 0.27% | -1.1% |
| Q4 2017 | $498,000 | +20.6% | 5,266 | +16.4% | 0.28% | +14.6% |
| Q3 2017 | $413,000 | +2.7% | 4,525 | 0.0% | 0.24% | -3.6% |
| Q2 2017 | $402,000 | – | 4,525 | – | 0.25% | – |
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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% |