SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $390 | -99.9% | 3,153 | -12.8% | 0.03% | +87.5% |
| Q1 2021 | $457,000 | +82.8% | 3,617 | +53.5% | 0.02% | +45.5% |
| Q4 2020 | $250,000 | +14.7% | 2,356 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $218,000 | -8.0% | 2,354 | -9.3% | 0.01% | -15.4% |
| Q2 2020 | $237,000 | +163.3% | 2,596 | +130.1% | 0.01% | +85.7% |
| Q1 2020 | $90,000 | -66.2% | 1,128 | -54.3% | 0.01% | -65.0% |
| Q4 2019 | $266,000 | -32.3% | 2,469 | -35.5% | 0.02% | -37.5% |
| Q3 2019 | $393,000 | +88.9% | 3,830 | +82.9% | 0.03% | +39.1% |
| Q1 2019 | $208,000 | – | 2,094 | – | 0.02% | – |
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% |