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 | $1,161,601 | -6.6% | 10,100 | -0.4% | 1.07% | -0.6% |
| Q2 2023 | $1,243,329 | -2.4% | 10,143 | -1.5% | 1.08% | +1.4% |
| Q1 2023 | $1,274,460 | -3.1% | 10,302 | -2.0% | 1.06% | -1.5% |
| Q4 2022 | $1,315,782 | +12.8% | 10,517 | +0.5% | 1.08% | +30.8% |
| Q3 2022 | $1,166,000 | -12.4% | 10,462 | +0.6% | 0.82% | +13.8% |
| Q1 2022 | $1,331,000 | -1.3% | 10,397 | -0.4% | 0.72% | +2.0% |
| Q4 2021 | $1,348,000 | +10.2% | 10,441 | +0.3% | 0.71% | +3.9% |
| Q3 2021 | $1,223,000 | -4.8% | 10,411 | -1.0% | 0.68% | -3.3% |
| Q2 2021 | $1,285,000 | +3.5% | 10,511 | -0.0% | 0.71% | -2.5% |
| Q1 2021 | $1,241,000 | +10.6% | 10,516 | -0.8% | 0.72% | +3.7% |
| Q4 2020 | $1,122,000 | +15.2% | 10,601 | +0.5% | 0.70% | +0.7% |
| Q3 2020 | $974,000 | -2.6% | 10,551 | -3.8% | 0.69% | -15.1% |
| Q2 2020 | $1,000,000 | +16.7% | 10,971 | +2.2% | 0.82% | -9.3% |
| Q1 2020 | $857,000 | -28.5% | 10,736 | -3.6% | 0.90% | -9.9% |
| Q4 2019 | $1,198,000 | – | 11,140 | – | 1.00% | – |
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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% |