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 | $6,176,868 | -5.9% | 53,707 | +0.3% | 0.51% | -5.2% |
| Q2 2023 | $6,566,816 | +1.4% | 53,572 | +2.4% | 0.54% | -11.1% |
| Q1 2023 | $6,473,145 | -6.6% | 52,325 | -5.6% | 0.61% | -14.2% |
| Q4 2022 | $6,933,744 | +9.3% | 55,421 | -2.6% | 0.71% | -3.4% |
| Q3 2022 | $6,344,000 | -7.0% | 56,900 | -1.0% | 0.74% | -3.9% |
| Q2 2022 | $6,819,000 | -9.2% | 57,449 | -2.0% | 0.77% | +5.8% |
| Q1 2022 | $7,514,000 | -2.9% | 58,651 | -2.1% | 0.72% | -1.1% |
| Q4 2021 | $7,739,000 | +6.1% | 59,936 | +0.5% | 0.73% | -6.6% |
| Q3 2021 | $7,296,000 | 0.0% | 59,664 | 0.0% | 0.78% | +0.1% |
| Q2 2021 | $7,296,000 | +2.8% | 59,664 | -0.8% | 0.78% | -2.9% |
| Q1 2021 | $7,100,000 | +14.4% | 60,153 | +2.6% | 0.81% | +4.7% |
| Q4 2020 | $6,208,000 | +18.0% | 58,607 | +2.9% | 0.77% | +8.3% |
| Q3 2020 | $5,262,000 | +3.8% | 56,952 | +2.5% | 0.71% | -4.4% |
| Q2 2020 | $5,069,000 | +15.3% | 55,584 | +0.9% | 0.74% | -15.5% |
| Q1 2020 | $4,398,000 | -19.4% | 55,065 | +8.5% | 0.88% | -7.9% |
| Q4 2019 | $5,459,000 | +8.2% | 50,747 | +3.2% | 0.96% | -3.3% |
| Q3 2019 | $5,044,000 | +1.9% | 49,165 | +0.1% | 0.99% | -3.8% |
| Q2 2019 | $4,952,000 | -0.6% | 49,092 | -2.1% | 1.03% | +0.4% |
| Q1 2019 | $4,983,000 | +12.3% | 50,127 | +1.1% | 1.02% | -5.1% |
| Q4 2018 | $4,439,000 | -9.0% | 49,587 | -0.5% | 1.08% | +19.4% |
| Q3 2018 | $4,877,000 | +5.2% | 49,852 | -0.4% | 0.90% | -2.6% |
| Q2 2018 | $4,638,000 | +3.4% | 50,040 | -0.3% | 0.93% | -30.4% |
| Q1 2018 | $4,486,000 | -5.7% | 50,182 | +0.7% | 1.33% | -2.5% |
| Q4 2017 | $4,758,000 | +5.9% | 49,846 | +2.0% | 1.37% | -6.1% |
| Q3 2017 | $4,492,000 | +4.3% | 48,862 | +0.3% | 1.46% | -2.5% |
| Q2 2017 | $4,305,000 | +0.6% | 48,732 | -0.1% | 1.50% | -8.6% |
| Q1 2017 | $4,279,000 | +5.5% | 48,788 | +3.1% | 1.64% | -6.6% |
| Q4 2016 | $4,057,000 | – | 47,316 | – | 1.75% | – |
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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% |