SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,040 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 2024 | $170,654 | -2.3% | 1,342 | +0.8% | 0.03% | -7.1% |
| Q1 2024 | $174,680 | +5.1% | 1,331 | +0.1% | 0.03% | +3.7% |
| Q4 2023 | $166,210 | +14.2% | 1,330 | +5.1% | 0.03% | +22.7% |
| Q3 2023 | $145,488 | +9.3% | 1,265 | +16.5% | 0.02% | +10.0% |
| Q2 2023 | $133,122 | +0.8% | 1,086 | +1.7% | 0.02% | -4.8% |
| Q1 2023 | $132,122 | -61.8% | 1,068 | -62.3% | 0.02% | -61.1% |
| Q2 2021 | $346,000 | -14.4% | 2,830 | -17.4% | 0.05% | -26.0% |
| Q1 2021 | $404,000 | -59.1% | 3,425 | -63.3% | 0.07% | -59.9% |
| Q4 2020 | $987,000 | +12237.5% | 9,320 | +10864.7% | 0.18% | +5966.7% |
| Q3 2020 | $8,000 | 0.0% | 85 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $8,000 | -77.8% | 85 | -77.5% | 0.00% | -81.8% |
| Q4 2017 | $36,000 | – | 378 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |