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 | $350,082 | -9.4% | 3,044 | -3.4% | 0.08% | -9.7% |
| Q2 2023 | $386,194 | -24.2% | 3,151 | -24.5% | 0.09% | -30.6% |
| Q1 2023 | $509,417 | -5.0% | 4,176 | -2.5% | 0.13% | -5.0% |
| Q4 2022 | $535,947 | +8.9% | 4,284 | -2.9% | 0.14% | -3.4% |
| Q3 2022 | $492,000 | +16.9% | 4,411 | +32.7% | 0.15% | +36.4% |
| Q2 2022 | $421,000 | -2.3% | 3,325 | -1.3% | 0.11% | +3.9% |
| Q1 2022 | $431,000 | +12.2% | 3,368 | +13.2% | 0.10% | -6.4% |
| Q4 2021 | $384,000 | +8.8% | 2,974 | -1.0% | 0.11% | -5.2% |
| Q3 2021 | $353,000 | +0.9% | 3,004 | +4.9% | 0.12% | -0.9% |
| Q2 2021 | $350,000 | +32.1% | 2,864 | +27.5% | 0.12% | +15.8% |
| Q1 2021 | $265,000 | +103.8% | 2,246 | +60.4% | 0.10% | +9.8% |
| Q2 2018 | $130,000 | – | 1,400 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |