SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,097 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $60,411 | -3.1% | 475 | 0.0% | 0.02% | -6.2% |
| Q1 2024 | $62,339 | +5.0% | 475 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $59,361 | -52.0% | 475 | -55.8% | 0.02% | -61.0% |
| Q3 2023 | $123,636 | +110.4% | 1,075 | +126.3% | 0.04% | +115.8% |
| Q2 2023 | $58,762 | 0.0% | 475 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $58,762 | +4.9% | 475 | -32.1% | 0.02% | -62.7% |
| Q1 2020 | $56,000 | -25.3% | 700 | 0.0% | 0.05% | -7.3% |
| Q4 2019 | $75,000 | +4.2% | 700 | 0.0% | 0.06% | -1.8% |
| Q3 2019 | $72,000 | +1.4% | 700 | 0.0% | 0.06% | -1.8% |
| Q2 2019 | $71,000 | +1.4% | 700 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $70,000 | -99.9% | 700 | -50.0% | 0.06% | 0.0% |
| Q4 2018 | $62,727,000 | – | 1,400 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |