SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,057 | +94936.8% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19 | 0.0% | 157 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $19 | -5.0% | 157 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $20 | -99.9% | 157 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $18,000 | -5.3% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -5.0% | 157 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $20,000 | 0.0% | 157 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $20,000 | +11.1% | 157 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $18,000 | -5.3% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | 0.0% | 157 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $19,000 | +11.8% | 157 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | 0.0% | 157 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $17,000 | +21.4% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | 0.0% | 157 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $14,000 | -17.6% | 157 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $17,000 | +6.2% | 157 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 157 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $16,000 | 0.0% | 157 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 157 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | 0.0% | 157 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $14,000 | -6.7% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $15,000 | -58.3% | 157 | -60.5% | 0.01% | -60.0% |
| Q1 2018 | $36,000 | -5.3% | 397 | 0.0% | 0.02% | -16.7% |
| Q4 2017 | $38,000 | – | 397 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |