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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $342,243 | -2.4% | 2,792 | -1.5% | 0.04% | -5.3% |
Q1 2023 | $350,594 | -25.9% | 2,834 | -28.9% | 0.04% | -33.3% |
Q2 2022 | $473,000 | +6.3% | 3,988 | +14.7% | 0.06% | +29.5% |
Q1 2022 | $445,000 | +5.5% | 3,477 | -3.1% | 0.04% | -2.2% |
Q3 2021 | $422,000 | -3.9% | 3,587 | -0.0% | 0.04% | -4.3% |
Q2 2021 | $439,000 | +7.9% | 3,588 | +4.0% | 0.05% | -7.8% |
Q1 2021 | $407,000 | +1935.0% | 3,449 | +1641.9% | 0.05% | +628.6% |
Q1 2019 | $20,000 | – | 198 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |