SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $325,836 | +0.3% | 2,562 | +3.6% | 0.05% | -5.6% |
| Q1 2024 | $324,746 | -0.5% | 2,474 | -5.2% | 0.05% | -8.5% |
| Q4 2023 | $326,293 | +6.8% | 2,611 | -1.7% | 0.06% | -3.3% |
| Q3 2023 | $305,387 | -10.7% | 2,655 | -4.8% | 0.06% | -9.0% |
| Q2 2023 | $341,984 | +14.2% | 2,790 | +15.2% | 0.07% | +4.7% |
| Q1 2023 | $299,559 | +12.0% | 2,421 | +13.2% | 0.06% | +4.9% |
| Q4 2022 | $267,517 | +12.9% | 2,138 | +0.6% | 0.06% | +13.0% |
| Q3 2022 | $237,000 | -6.0% | 2,126 | +0.1% | 0.05% | -3.6% |
| Q2 2022 | $252,000 | – | 2,123 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |