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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $3,196,000 | -43.9% | 35,045 | -50.9% | 1.55% | -28.1% |
| Q1 2020 | $5,698,000 | -33.3% | 71,358 | -10.1% | 2.15% | -6.4% |
| Q4 2019 | $8,541,000 | -6.7% | 79,403 | -11.1% | 2.30% | -5.3% |
| Q3 2019 | $9,159,000 | +0.2% | 89,269 | -1.4% | 2.43% | +6.2% |
| Q2 2019 | $9,138,000 | -0.7% | 90,566 | -2.2% | 2.29% | +1.0% |
| Q1 2019 | $9,202,000 | -5.7% | 92,570 | -15.1% | 2.26% | -0.2% |
| Q4 2018 | $9,762,000 | -15.6% | 109,052 | -7.7% | 2.27% | -4.2% |
| Q3 2018 | $11,571,000 | -24.4% | 118,152 | -28.4% | 2.37% | -33.0% |
| Q2 2018 | $15,297,000 | -17.7% | 165,018 | -19.0% | 3.54% | -34.8% |
| Q1 2018 | $18,581,000 | -18.3% | 203,742 | -15.4% | 5.42% | -20.6% |
| Q4 2017 | $22,744,000 | -12.5% | 240,725 | -15.4% | 6.83% | +20.1% |
| Q3 2017 | $25,979,000 | -11.9% | 284,449 | -13.2% | 5.68% | -20.2% |
| Q2 2017 | $29,481,000 | -17.8% | 327,779 | -18.9% | 7.12% | -20.0% |
| Q1 2017 | $35,849,000 | -21.8% | 404,288 | -24.0% | 8.91% | -33.2% |
| Q4 2016 | $45,822,000 | -7.1% | 531,689 | -13.6% | 13.35% | +6.8% |
| Q3 2016 | $49,329,000 | -4.2% | 615,252 | +1.3% | 12.49% | -27.5% |
| Q2 2016 | $51,509,000 | +7.2% | 607,118 | +3.9% | 17.23% | +0.8% |
| Q1 2016 | $48,054,000 | +46.4% | 584,607 | +21.9% | 17.09% | +14.7% |
| Q4 2015 | $32,814,000 | – | 479,568 | – | 14.90% | – |
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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% |