SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,059 | -6.2% | 2,409 | 0.0% | 0.09% | -8.5% |
| Q2 2023 | $295,295 | -0.9% | 2,409 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $298,017 | -15.5% | 2,409 | -14.6% | 0.09% | -21.0% |
| Q4 2022 | $352,810 | +12.4% | 2,820 | 0.0% | 0.12% | -4.8% |
| Q3 2022 | $314,000 | -6.3% | 2,820 | 0.0% | 0.12% | +3.3% |
| Q2 2022 | $335,000 | -7.2% | 2,820 | 0.0% | 0.12% | +23.5% |
| Q1 2022 | $361,000 | -0.8% | 2,820 | 0.0% | 0.10% | +1.0% |
| Q4 2021 | $364,000 | +10.0% | 2,820 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $331,000 | -4.1% | 2,820 | 0.0% | 0.10% | -4.0% |
| Q2 2021 | $345,000 | +3.6% | 2,820 | 0.0% | 0.10% | -12.2% |
| Q1 2021 | $333,000 | +9.9% | 2,820 | -1.4% | 0.12% | +0.9% |
| Q4 2020 | $303,000 | +14.8% | 2,861 | 0.0% | 0.11% | -8.1% |
| Q3 2020 | $264,000 | -13.4% | 2,861 | -14.5% | 0.12% | -14.5% |
| Q2 2020 | $305,000 | +34.4% | 3,346 | +17.8% | 0.14% | +8.2% |
| Q1 2020 | $227,000 | -25.8% | 2,841 | 0.0% | 0.13% | +5.5% |
| Q4 2019 | $306,000 | -36.5% | 2,841 | -98.5% | 0.13% | -48.8% |
| Q3 2019 | $482,000 | +1.5% | 191,242 | +0.0% | 0.25% | +2.1% |
| Q2 2019 | $475,000 | +9400.0% | 191,223 | +382346.0% | 0.24% | +12050.0% |
| Q3 2017 | $5,000 | – | 50 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |