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 | $14 | -6.7% | 129 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $15 | -67.4% | 129 | -66.0% | 0.00% | -66.7% |
| Q1 2023 | $46 | -2.1% | 379 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $47 | -99.7% | 379 | +193.8% | 0.01% | +250.0% |
| Q3 2022 | $14,000 | -36.4% | 129 | -31.4% | 0.00% | -33.3% |
| Q2 2022 | $22,000 | +29.4% | 188 | +44.6% | 0.00% | +50.0% |
| Q1 2022 | $17,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 130 | -8.5% | 0.00% | -33.3% |
| Q3 2021 | $17,000 | -5.6% | 142 | -5.3% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | -92.1% | 150 | -93.3% | 0.00% | -86.4% |
| Q1 2020 | $178,000 | – | 2,240 | – | 0.02% | – |
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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% |