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 | $2,270,485 | -17.7% | 19,742 | -12.3% | 0.11% | -14.3% |
| Q2 2023 | $2,760,157 | +6.1% | 22,517 | +7.1% | 0.13% | -16.9% |
| Q1 2023 | $2,602,130 | -5.2% | 21,034 | -4.1% | 0.16% | -17.9% |
| Q4 2022 | $2,743,805 | +13.9% | 21,931 | +1.5% | 0.20% | -1.5% |
| Q3 2022 | $2,408,000 | -5.3% | 21,600 | +0.8% | 0.20% | -6.6% |
| Q2 2022 | $2,542,000 | -23.2% | 21,421 | -17.1% | 0.21% | -9.8% |
| Q1 2022 | $3,311,000 | -1.0% | 25,847 | -0.2% | 0.24% | -6.0% |
| Q4 2021 | $3,343,000 | +186.2% | 25,888 | +160.5% | 0.25% | +56.2% |
| Q3 2021 | $1,168,000 | +64.0% | 9,938 | +70.8% | 0.16% | +26.0% |
| Q2 2021 | $712,000 | +39.3% | 5,819 | +34.4% | 0.13% | +28.3% |
| Q1 2021 | $511,000 | – | 4,329 | – | 0.10% | – |
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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% |