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 | $818,303 | -4.4% | 7,115 | +1.9% | 0.05% | -11.5% |
| Q2 2023 | $855,854 | -2.5% | 6,982 | -1.6% | 0.06% | -10.3% |
| Q1 2023 | $878,029 | -0.7% | 7,097 | +0.4% | 0.07% | -8.1% |
| Q4 2022 | $884,644 | +20.2% | 7,070 | +7.1% | 0.07% | -3.9% |
| Q3 2022 | $736,000 | -14.6% | 6,600 | -9.1% | 0.08% | -1.3% |
| Q2 2022 | $862,000 | -8.4% | 7,263 | -1.1% | 0.08% | +2.6% |
| Q1 2022 | $941,000 | -5.1% | 7,345 | -4.4% | 0.08% | +7.0% |
| Q4 2021 | $992,000 | +15.2% | 7,683 | +4.9% | 0.07% | -4.1% |
| Q3 2021 | $861,000 | -3.4% | 7,324 | +0.5% | 0.07% | -6.3% |
| Q2 2021 | $891,000 | +6.2% | 7,289 | +2.5% | 0.08% | -11.2% |
| Q1 2021 | $839,000 | +14.9% | 7,110 | +3.2% | 0.09% | -11.9% |
| Q4 2020 | $730,000 | +22.9% | 6,887 | +7.2% | 0.10% | -30.3% |
| Q3 2020 | $594,000 | -4.2% | 6,426 | -5.5% | 0.14% | -23.7% |
| Q2 2020 | $620,000 | -8.3% | 6,802 | -19.7% | 0.19% | -60.3% |
| Q1 2020 | $676,000 | -13.4% | 8,469 | +16.6% | 0.48% | +8.1% |
| Q4 2019 | $781,000 | +5.1% | 7,262 | +0.3% | 0.44% | +56.0% |
| Q3 2019 | $743,000 | +14.8% | 7,240 | +12.9% | 0.28% | +10.1% |
| Q2 2019 | $647,000 | -0.3% | 6,414 | -1.8% | 0.26% | -26.5% |
| Q1 2019 | $649,000 | +5.5% | 6,531 | -4.9% | 0.35% | -14.4% |
| Q4 2018 | $615,000 | – | 6,870 | – | 0.41% | – |
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% |