SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $28,023,172 | -0.8% | 226,523 | +0.3% | 2.11% | -3.9% |
| Q4 2022 | $28,259,102 | +9.5% | 225,874 | -2.4% | 2.20% | +9.6% |
| Q3 2022 | $25,802,000 | -7.2% | 231,404 | -1.2% | 2.00% | -3.5% |
| Q2 2022 | $27,812,000 | -59.6% | 234,322 | -56.4% | 2.08% | -59.5% |
| Q1 2022 | $68,778,000 | +1.5% | 536,870 | +2.3% | 5.12% | -11.8% |
| Q4 2021 | $67,794,000 | +485.0% | 525,047 | +261.8% | 5.81% | +171.6% |
| Q1 2020 | $11,589,000 | -92.5% | 145,114 | -90.0% | 2.14% | -88.0% |
| Q4 2019 | $155,346,000 | – | 1,444,135 | – | 17.79% | – |
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% |