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 2023 | $1,151,098 | -8.4% | 10,009 | -2.4% | 0.08% | -7.1% |
| Q2 2023 | $1,257,036 | -3.7% | 10,255 | -2.8% | 0.08% | -18.4% |
| Q1 2023 | $1,305,279 | +10.2% | 10,551 | +11.5% | 0.10% | -1.9% |
| Q4 2022 | $1,184,374 | +32.2% | 9,467 | +17.7% | 0.10% | +25.0% |
| Q3 2022 | $896,000 | +144.1% | 8,044 | +159.6% | 0.08% | +140.0% |
| Q2 2022 | $367,000 | +39.0% | 3,099 | +50.1% | 0.04% | +59.1% |
| Q1 2022 | $264,000 | +29.4% | 2,064 | +30.4% | 0.02% | +37.5% |
| Q4 2021 | $204,000 | +27.5% | 1,583 | +15.9% | 0.02% | -23.8% |
| Q3 2021 | $160,000 | -24.9% | 1,366 | -39.5% | 0.02% | -71.6% |
| Q4 2017 | $213,000 | -9.7% | 2,257 | -16.3% | 0.07% | -26.7% |
| Q1 2017 | $236,000 | -7.8% | 2,695 | -10.0% | 0.10% | -25.2% |
| Q4 2016 | $256,000 | – | 2,995 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |