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 | $1,868 | -12.5% | 16,245 | -6.7% | 0.48% | -10.0% |
| Q2 2023 | $2,134 | -2.1% | 17,413 | -1.2% | 0.54% | -9.3% |
| Q1 2023 | $2,180 | -4.2% | 17,625 | -3.1% | 0.59% | -11.9% |
| Q4 2022 | $2,276 | -99.9% | 18,194 | +0.3% | 0.67% | +5.0% |
| Q3 2022 | $2,021,000 | -14.8% | 18,133 | -9.3% | 0.64% | -12.1% |
| Q2 2022 | $2,372,000 | -10.7% | 19,991 | -3.6% | 0.73% | -3.2% |
| Q1 2022 | $2,657,000 | +4.9% | 20,741 | +5.7% | 0.75% | +7.3% |
| Q4 2021 | $2,534,000 | +8.5% | 19,628 | -1.2% | 0.70% | -3.8% |
| Q3 2021 | $2,335,000 | -11.5% | 19,871 | -7.9% | 0.73% | -15.7% |
| Q2 2021 | $2,639,000 | -16.5% | 21,578 | -19.4% | 0.87% | -22.1% |
| Q1 2021 | $3,161,000 | -3.6% | 26,784 | -13.4% | 1.11% | -8.3% |
| Q4 2020 | $3,278,000 | +7.7% | 30,940 | -6.1% | 1.21% | -6.4% |
| Q3 2020 | $3,044,000 | -9.1% | 32,939 | -10.3% | 1.30% | -22.7% |
| Q2 2020 | $3,349,000 | +16.1% | 36,716 | +1.7% | 1.68% | -7.8% |
| Q1 2020 | $2,884,000 | -28.0% | 36,111 | -3.0% | 1.82% | -12.7% |
| Q4 2019 | $4,005,000 | -2.2% | 37,232 | -6.8% | 2.08% | -10.0% |
| Q3 2019 | $4,097,000 | +1.5% | 39,933 | -0.2% | 2.31% | -2.2% |
| Q2 2019 | $4,037,000 | -7.9% | 40,019 | -9.2% | 2.36% | -15.8% |
| Q1 2019 | $4,383,000 | -61.2% | 44,088 | -65.1% | 2.80% | -68.1% |
| Q4 2018 | $11,308,000 | -8.7% | 126,321 | -0.1% | 8.79% | -3.8% |
| Q3 2018 | $12,381,000 | +4.1% | 126,427 | -1.4% | 9.14% | -3.1% |
| Q2 2018 | $11,890,000 | +2.9% | 128,266 | +1.3% | 9.43% | -1.4% |
| Q1 2018 | $11,551,000 | -99.9% | 126,651 | +2.5% | 9.56% | -1.9% |
| Q4 2017 | $11,670,000,000 | – | 123,516 | – | 9.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |