SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $88,229 | +8.7% | 706 | 0.0% | 0.01% | -9.1% |
| Q3 2023 | $81,197 | +562.4% | 706 | +606.0% | 0.01% | +450.0% |
| Q2 2023 | $12,258 | -0.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,371 | -1.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,511 | +12.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,150 | -6.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,869 | -7.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,811 | -0.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $12,912 | +9.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,755 | -3.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,228 | +3.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,803 | +11.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,593 | +14.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,240 | +1.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,120 | +14.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,986 | -92.0% | 100 | -89.3% | 0.00% | -90.5% |
| Q4 2019 | $100,363 | +319.8% | 933 | +300.4% | 0.02% | +250.0% |
| Q3 2019 | $23,906 | +1.7% | 233 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $23,505 | +1.5% | 233 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,163 | +11.1% | 233 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $20,858 | -8.6% | 233 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $22,818 | +5.6% | 233 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,599 | +1.6% | 233 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $21,250 | -3.5% | 233 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $22,014 | +3.4% | 233 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $21,280 | +2.7% | 233 | 0.0% | 0.01% | -14.3% |
| Q2 2017 | $20,711 | +0.8% | 233 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $20,537 | +80.5% | 233 | +75.2% | 0.01% | +75.0% |
| Q4 2016 | $11,379 | +1.4% | 133 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $11,220 | +0.5% | 133 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $11,161 | +5.0% | 133 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $10,631 | – | 133 | – | 0.00% | – |
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% |