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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,105 | -6.2% | 3,105 | 0.0% | 0.06% | -6.5% |
| Q2 2023 | $380,610 | -9.2% | 3,105 | -8.4% | 0.06% | -10.1% |
| Q1 2023 | $419,129 | -1.0% | 3,388 | +0.1% | 0.07% | -1.4% |
| Q4 2022 | $423,366 | +8.8% | 3,384 | -2.9% | 0.07% | +1.4% |
| Q3 2022 | $389,000 | +38.9% | 3,486 | +47.9% | 0.07% | +43.8% |
| Q2 2022 | $280,000 | -7.6% | 2,357 | -0.4% | 0.05% | +2.1% |
| Q1 2022 | $303,000 | -12.7% | 2,367 | -11.9% | 0.05% | -13.0% |
| Q4 2021 | $347,000 | +10.2% | 2,686 | +0.2% | 0.05% | +8.0% |
| Q3 2021 | $315,000 | -3.7% | 2,681 | +0.2% | 0.05% | -7.4% |
| Q2 2021 | $327,000 | +3.8% | 2,676 | +0.1% | 0.05% | -11.5% |
| Q1 2021 | $315,000 | +11.3% | 2,672 | +0.1% | 0.06% | +3.4% |
| Q4 2020 | $283,000 | +15.0% | 2,668 | +0.2% | 0.06% | +3.5% |
| Q3 2020 | $246,000 | +1.7% | 2,662 | +0.2% | 0.06% | +14.0% |
| Q2 2020 | $242,000 | +14.2% | 2,657 | +0.2% | 0.05% | +2.0% |
| Q1 2020 | $212,000 | -25.6% | 2,652 | +0.2% | 0.05% | -18.3% |
| Q4 2019 | $285,000 | +5.2% | 2,646 | +0.2% | 0.06% | +1.7% |
| Q3 2019 | $271,000 | +1.9% | 2,642 | +0.2% | 0.06% | +3.5% |
| Q2 2019 | $266,000 | +1.5% | 2,638 | +0.2% | 0.06% | +3.6% |
| Q1 2019 | $262,000 | +11.5% | 2,634 | +0.2% | 0.06% | +3.8% |
| Q4 2018 | $235,000 | -8.6% | 2,630 | +0.2% | 0.05% | +3.9% |
| Q3 2018 | $257,000 | +5.8% | 2,626 | +0.2% | 0.05% | 0.0% |
| Q2 2018 | $243,000 | +1.7% | 2,622 | +0.2% | 0.05% | 0.0% |
| Q1 2018 | $239,000 | -3.2% | 2,618 | +0.2% | 0.05% | +8.5% |
| Q4 2017 | $247,000 | +4.2% | 2,614 | +0.7% | 0.05% | -2.1% |
| Q3 2017 | $237,000 | +3.0% | 2,596 | +0.1% | 0.05% | -14.3% |
| Q2 2017 | $230,000 | +0.4% | 2,593 | 0.0% | 0.06% | -21.1% |
| Q1 2017 | $229,000 | – | 2,593 | – | 0.07% | – |
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% |