SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,391 | -5.6% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,591 | -0.2% | 29 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,599 | -0.5% | 29 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $3,618 | +20.6% | 29 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 29 | +3.6% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | +33.3% | 28 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 28 | +3.7% | 0.00% | -33.3% |
| Q4 2020 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 27 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $2,000 | -99.5% | 27 | -99.4% | 0.00% | -99.2% |
| Q1 2020 | $374,000 | -54.7% | 4,680 | -39.1% | 0.25% | -49.7% |
| Q4 2019 | $826,000 | +4.8% | 7,683 | 0.0% | 0.50% | +34.9% |
| Q3 2019 | $788,000 | +1.7% | 7,683 | 0.0% | 0.37% | -1.6% |
| Q2 2019 | $775,000 | +5.9% | 7,683 | +4.3% | 0.38% | -2.1% |
| Q1 2019 | $732,000 | – | 7,364 | – | 0.38% | – |
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% |