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 | $202 | -10.2% | 1,754 | -4.3% | 0.04% | -7.5% |
| Q2 2023 | $225 | -0.4% | 1,833 | 0.0% | 0.04% | -9.1% |
| Q1 2023 | $226 | -3.8% | 1,833 | 0.0% | 0.04% | -10.2% |
| Q4 2022 | $235 | -99.9% | 1,833 | +10.3% | 0.05% | +22.5% |
| Q1 2022 | $216,000 | -0.5% | 1,662 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $217,000 | +6.9% | 1,662 | 0.0% | 0.04% | -9.1% |
| Q2 2021 | $203,000 | -0.5% | 1,662 | -25.8% | 0.04% | -32.3% |
| Q2 2020 | $204,000 | -1.9% | 2,240 | +15.8% | 0.06% | -15.6% |
| Q4 2019 | $208,000 | -43.9% | 1,934 | -47.3% | 0.08% | -52.8% |
| Q2 2019 | $371,000 | +1.6% | 3,667 | 0.0% | 0.16% | -20.5% |
| Q1 2019 | $365,000 | +11.3% | 3,667 | 0.0% | 0.20% | -8.5% |
| Q4 2018 | $328,000 | -8.6% | 3,667 | 0.0% | 0.22% | -3.9% |
| Q3 2018 | $359,000 | +5.6% | 3,667 | 0.0% | 0.23% | -12.4% |
| Q2 2018 | $340,000 | +1.8% | 3,667 | 0.0% | 0.27% | -5.7% |
| Q1 2018 | $334,000 | -3.5% | 3,667 | 0.0% | 0.28% | -5.4% |
| Q4 2017 | $346,000 | – | 3,667 | – | 0.30% | – |
Download | ||||||
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% |