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 | $34,388 | -6.2% | 299 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $36,651 | -0.9% | 299 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $36,989 | -1.1% | 299 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $37,408 | +13.4% | 299 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $33,000 | +26.9% | 299 | +38.4% | 0.01% | +12.5% |
| Q2 2022 | $26,000 | -7.1% | 216 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $28,000 | 0.0% | 216 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $28,000 | +12.0% | 216 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $25,000 | -3.8% | 216 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $26,000 | +4.0% | 216 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $25,000 | +316.7% | 216 | +292.7% | 0.01% | +350.0% |
| Q4 2020 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -33.3% | 55 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | – | 55 | – | 0.00% | – |
Download | ||||||
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% |