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 | $5,412,140 | +7909.0% | 47,058 | +2230.8% | 0.01% | – |
| Q2 2023 | $67,576 | -67.8% | 2,019 | +19.1% | 0.00% | -100.0% |
| Q1 2023 | $209,688 | -76.2% | 1,695 | -75.9% | 0.00% | -80.0% |
| Q4 2022 | $879,273 | -65.6% | 7,028 | -69.3% | 0.01% | -66.7% |
| Q3 2022 | $2,556,000 | -29.3% | 22,926 | -18.7% | 0.02% | -51.6% |
| Q1 2022 | $3,614,000 | +10.6% | 28,210 | +11.4% | 0.03% | +24.0% |
| Q4 2021 | $3,269,000 | +3415.1% | 25,321 | +3089.0% | 0.02% | +2400.0% |
| Q3 2021 | $93,000 | -98.0% | 794 | -97.9% | 0.00% | -98.1% |
| Q2 2021 | $4,550,000 | +14.4% | 37,212 | +10.5% | 0.05% | -17.5% |
| Q1 2021 | $3,976,000 | -38.7% | 33,687 | -45.0% | 0.06% | -31.5% |
| Q4 2020 | $6,491,000 | -63.7% | 61,281 | -68.3% | 0.09% | -63.9% |
| Q3 2020 | $17,883,000 | +1525.7% | 193,538 | +1504.3% | 0.26% | +1493.8% |
| Q2 2020 | $1,100,000 | -77.2% | 12,064 | -80.0% | 0.02% | -91.9% |
| Q1 2020 | $4,828,000 | -37.6% | 60,454 | -15.9% | 0.20% | -18.5% |
| Q4 2019 | $7,732,000 | – | 71,881 | – | 0.24% | – |
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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% |