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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $193,006 | -0.6% | 1,575 | +0.4% | 0.02% | -9.5% |
| Q1 2023 | $194,141 | -10.9% | 1,569 | -12.1% | 0.02% | -27.6% |
| Q2 2021 | $218,000 | +3.8% | 1,784 | +0.2% | 0.03% | -9.4% |
| Q1 2021 | $210,000 | -4.5% | 1,780 | -14.2% | 0.03% | -8.6% |
| Q4 2020 | $220,000 | +4.8% | 2,074 | -8.6% | 0.04% | -7.9% |
| Q3 2020 | $210,000 | +1.9% | 2,268 | +0.3% | 0.04% | -9.5% |
| Q2 2020 | $206,000 | +1273.3% | 2,262 | +1313.8% | 0.04% | +740.0% |
| Q3 2017 | $15,000 | – | 160 | – | 0.01% | – |
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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% |