Per Stirling Capital Management, LLC. - SPDR SERIES TRUST ownership

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
Per Stirling Capital Management, LLC. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$595,590
-83.4%
5,179
-82.3%
0.12%
-83.0%
Q2 2023$3,591,945
-4.9%
29,303
-4.0%
0.73%
-10.2%
Q1 2023$3,775,572
+359.1%
30,520
+364.3%
0.81%
+442.7%
Q4 2022$822,3546,5730.15%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,858,029$187,438,00027.28%
Stratford Consulting, LLC 347,992$35,105,00012.40%
O'Dell Group, LLC 198,843$20,059,00012.16%
Wolff Financial Management LLC 145,042$14,632,00011.26%
MARINO, STRAM & ASSOCIATES LLC 148,967$15,028,00011.01%
Jackson, Grant Investment Advisers, Inc. 182,221$18,382,00010.71%
Spectrum Asset Management, Inc. (NB/CA) 153,317$15,467,0009.71%
Osbon Capital Management LLC 75,156$7,582,0008.06%
EisnerAmper Wealth Management Corporate Benefits, LLC 101,866$10,276,0007.64%
CRA Financial Services, LLC 122,399$12,348,0007.42%
View complete list of SPDR SERIES TRUST shareholders