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 | $416,046 | -7.3% | 3,617 | -1.2% | 0.03% | -6.7% |
| Q2 2023 | $448,654 | -9.1% | 3,660 | -8.2% | 0.03% | -16.7% |
| Q1 2023 | $493,437 | -78.0% | 3,989 | -77.8% | 0.04% | -79.3% |
| Q4 2022 | $2,244,474 | +10.7% | 17,940 | -1.3% | 0.17% | +3.6% |
| Q3 2022 | $2,027,000 | +308.7% | 18,175 | +334.7% | 0.17% | +300.0% |
| Q2 2022 | $496,000 | +22.8% | 4,181 | +32.6% | 0.04% | +31.2% |
| Q1 2022 | $404,000 | -54.8% | 3,153 | -56.6% | 0.03% | -59.5% |
| Q4 2021 | $893,000 | +53.7% | 7,259 | +48.5% | 0.08% | +61.2% |
| Q3 2021 | $581,000 | -34.9% | 4,888 | -32.7% | 0.05% | -38.0% |
| Q2 2021 | $893,000 | +151.5% | 7,259 | +86.3% | 0.08% | +54.9% |
| Q2 2020 | $355,000 | – | 3,896 | – | 0.05% | – |
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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% |