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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,418,000 | -30.9% | 42,802 | -6.9% | 0.85% | -0.9% |
| Q4 2019 | $4,943,000 | -5.0% | 45,953 | -9.4% | 0.86% | -16.8% |
| Q3 2019 | $5,202,000 | +1.8% | 50,701 | +0.1% | 1.03% | -5.3% |
| Q2 2019 | $5,110,000 | +3.5% | 50,653 | +2.0% | 1.09% | -1.4% |
| Q1 2019 | $4,938,000 | +8.7% | 49,671 | -2.1% | 1.11% | +15.1% |
| Q4 2018 | $4,541,000 | -10.3% | 50,732 | -1.9% | 0.96% | -35.0% |
| Q3 2018 | $5,063,000 | +7.3% | 51,700 | +1.6% | 1.48% | -1.2% |
| Q2 2018 | $4,718,000 | -99.9% | 50,898 | -6.9% | 1.50% | -28.8% |
| Q1 2018 | $4,983,882,000 | +89635.0% | 54,648 | -7.0% | 2.10% | +30.5% |
| Q4 2017 | $5,554,000 | +2.7% | 58,789 | -0.8% | 1.61% | +17.5% |
| Q3 2017 | $5,410,000 | -10.6% | 59,234 | -13.0% | 1.37% | -24.8% |
| Q2 2017 | $6,051,000 | -15.8% | 68,076 | -16.5% | 1.82% | -12.1% |
| Q1 2017 | $7,188,000 | -2.6% | 81,551 | -5.5% | 2.08% | -6.2% |
| Q4 2016 | $7,381,000 | – | 86,271 | – | 2.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |