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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,275,000 | +509.1% | 57,087 | +501.0% | 0.19% | +200.0% |
| Q2 2020 | $866,000 | -31.1% | 9,498 | -39.6% | 0.06% | -43.1% |
| Q1 2020 | $1,256,000 | -24.3% | 15,730 | +2.0% | 0.11% | -1.8% |
| Q4 2019 | $1,659,000 | +60.9% | 15,427 | +53.5% | 0.11% | +48.0% |
| Q3 2019 | $1,031,000 | -0.3% | 10,048 | -2.0% | 0.08% | -2.6% |
| Q2 2019 | $1,034,000 | +1.5% | 10,250 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $1,019,000 | +3.9% | 10,250 | -6.4% | 0.08% | -11.5% |
| Q4 2018 | $981,000 | -9.0% | 10,956 | -0.5% | 0.09% | -2.2% |
| Q3 2018 | $1,078,000 | +5.7% | 11,010 | +0.1% | 0.09% | -3.3% |
| Q2 2018 | $1,020,000 | -4.2% | 11,002 | -5.8% | 0.09% | -8.0% |
| Q1 2018 | $1,065,000 | -9.5% | 11,674 | -6.3% | 0.10% | -12.3% |
| Q4 2017 | $1,177,000 | -0.1% | 12,457 | -3.4% | 0.11% | -10.9% |
| Q3 2017 | $1,178,000 | +6.9% | 12,899 | +4.0% | 0.13% | -2.3% |
| Q2 2017 | $1,102,000 | +46.2% | 12,399 | +45.0% | 0.13% | +22.4% |
| Q1 2017 | $754,000 | -3.9% | 8,549 | -6.8% | 0.11% | -8.5% |
| Q4 2016 | $785,000 | -0.6% | 9,170 | -2.1% | 0.12% | -4.9% |
| Q3 2016 | $790,000 | +0.5% | 9,370 | 0.0% | 0.12% | -6.1% |
| Q2 2016 | $786,000 | +57.8% | 9,370 | +50.5% | 0.13% | +48.9% |
| Q1 2016 | $498,000 | +7.1% | 6,225 | -1.6% | 0.09% | +1.1% |
| Q4 2015 | $465,000 | – | 6,325 | – | 0.09% | – |
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% |