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 | $215,644 | -6.2% | 1,875 | 0.0% | 0.18% | -2.2% |
| Q2 2023 | $229,838 | -0.9% | 1,875 | 0.0% | 0.18% | +5.2% |
| Q1 2023 | $231,956 | +98604.7% | 1,875 | 0.0% | 0.17% | -12.6% |
| Q4 2022 | $235 | -99.9% | 1,875 | 0.0% | 0.20% | +15.0% |
| Q3 2022 | $209,000 | -6.3% | 1,875 | 0.0% | 0.17% | +2.4% |
| Q2 2022 | $223,000 | -7.1% | 1,875 | 0.0% | 0.17% | +7.0% |
| Q1 2022 | $240,000 | -0.8% | 1,875 | 0.0% | 0.16% | +5.3% |
| Q4 2021 | $242,000 | +10.0% | 1,875 | 0.0% | 0.15% | +0.7% |
| Q3 2021 | $220,000 | -0.5% | 1,875 | 0.0% | 0.15% | -12.9% |
| Q1 2021 | $221,000 | +9.4% | 1,875 | 0.0% | 0.17% | +29.5% |
| Q4 2019 | $202,000 | +8.6% | 1,875 | 0.0% | 0.13% | +3.9% |
| Q1 2019 | $186,000 | +10.7% | 1,875 | 0.0% | 0.13% | -1.6% |
| Q4 2018 | $168,000 | -8.7% | 1,875 | 0.0% | 0.13% | +7.5% |
| Q3 2018 | $184,000 | +5.7% | 1,875 | 0.0% | 0.12% | +4.3% |
| Q2 2018 | $174,000 | +1.8% | 1,875 | 0.0% | 0.12% | +0.9% |
| Q1 2018 | $171,000 | -3.4% | 1,875 | 0.0% | 0.11% | -7.3% |
| Q4 2017 | $177,000 | +3.5% | 1,875 | 0.0% | 0.12% | -3.9% |
| Q3 2017 | $171,000 | +2.4% | 1,875 | 0.0% | 0.13% | -4.5% |
| Q2 2017 | $167,000 | +1.2% | 1,875 | 0.0% | 0.13% | -0.7% |
| Q1 2017 | $165,000 | – | 1,875 | – | 0.14% | – |
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% |