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 | $19,452,304 | +1.8% | 169,135 | +8.5% | 0.08% | +1.4% |
Q2 2023 | $19,104,287 | +116042.5% | 155,851 | +17.2% | 0.07% | +4.2% |
Q1 2023 | $16,449 | -52.9% | 132,970 | -52.3% | 0.07% | -59.4% |
Q4 2022 | $34,895 | -99.8% | 278,924 | +117.8% | 0.18% | +136.5% |
Q3 2022 | $14,276,000 | -1.4% | 128,047 | +4.9% | 0.07% | -3.9% |
Q2 2022 | $14,484,000 | -10.2% | 122,041 | -3.0% | 0.08% | -1.3% |
Q1 2022 | $16,122,000 | +23.6% | 125,853 | +24.6% | 0.08% | +27.9% |
Q4 2021 | $13,045,000 | +20.7% | 101,032 | +9.9% | 0.06% | +7.0% |
Q3 2021 | $10,807,000 | +4.6% | 91,942 | +8.9% | 0.06% | -1.7% |
Q2 2021 | $10,328,000 | +8.9% | 84,466 | +5.1% | 0.06% | -9.4% |
Q1 2021 | $9,484,000 | +12.0% | 80,352 | +0.5% | 0.06% | 0.0% |
Q4 2020 | $8,470,000 | +13.5% | 79,967 | -1.0% | 0.06% | -8.6% |
Q3 2020 | $7,462,000 | +3.2% | 80,762 | +1.9% | 0.07% | -7.9% |
Q2 2020 | $7,230,000 | +33.3% | 79,272 | +16.8% | 0.08% | +7.0% |
Q1 2020 | $5,422,000 | -13.1% | 67,893 | +17.0% | 0.07% | -9.0% |
Q4 2019 | $6,240,000 | +4060.0% | 58,004 | +3878.3% | 0.08% | +3800.0% |
Q3 2019 | $150,000 | +38.9% | 1,458 | +36.6% | 0.00% | 0.0% |
Q2 2019 | $108,000 | +111.8% | 1,067 | +109.6% | 0.00% | +100.0% |
Q1 2019 | $51,000 | – | 509 | – | 0.00% | – |
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% |