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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $107,258 | +0.2% | 875 | +1.2% | 0.01% | -7.7% |
| Q1 2023 | $107,010 | -1.1% | 865 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $108,220 | +12.7% | 865 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $96,000 | -6.8% | 865 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $103,000 | -7.2% | 865 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $111,000 | -0.9% | 865 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $112,000 | +9.8% | 865 | 0.0% | 0.01% | +9.1% |
| Q3 2021 | $102,000 | -3.8% | 865 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $106,000 | +3.9% | 865 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $102,000 | +70.0% | 865 | +53.1% | 0.01% | +50.0% |
| Q4 2020 | $60,000 | +300.0% | 565 | +242.4% | 0.01% | +300.0% |
| Q3 2020 | $15,000 | -65.9% | 165 | -65.9% | 0.00% | -75.0% |
| Q2 2020 | $44,000 | +12.8% | 484 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $39,000 | -93.6% | 484 | -92.6% | 0.01% | -97.1% |
| Q4 2017 | $614,000 | +326.4% | 6,500 | +312.7% | 0.28% | +288.7% |
| Q3 2017 | $144,000 | +18.0% | 1,575 | +14.5% | 0.07% | +34.0% |
| Q2 2017 | $122,000 | – | 1,375 | – | 0.05% | – |
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% |