SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $211,255 | -3.1% | 1,661 | 0.0% | 0.02% | -4.3% |
Q1 2024 | $217,930 | -17.4% | 1,661 | -21.4% | 0.02% | -25.8% |
Q4 2023 | $263,961 | -34.5% | 2,112 | -39.8% | 0.03% | -40.4% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |