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 | $2,439,942 | +388.1% | 21,215 | +420.2% | 0.16% | +371.4% |
| Q2 2023 | $499,887 | -4.5% | 4,078 | -3.6% | 0.04% | -12.5% |
| Q1 2023 | $523,175 | -3.8% | 4,229 | -2.8% | 0.04% | -24.5% |
| Q4 2022 | $544,109 | +12.4% | 4,349 | 0.0% | 0.05% | +3.9% |
| Q3 2022 | $484,000 | -1.6% | 4,349 | +4.8% | 0.05% | +10.9% |
| Q2 2022 | $492,000 | -7.3% | 4,149 | 0.0% | 0.05% | +2.2% |
| Q1 2022 | $531,000 | +12.7% | 4,149 | +13.7% | 0.04% | +12.5% |
| Q4 2021 | $471,000 | +31.6% | 3,649 | +19.7% | 0.04% | 0.0% |
| Q3 2021 | $358,000 | -7.7% | 3,049 | -4.1% | 0.04% | -14.9% |
| Q2 2021 | $388,000 | +17.6% | 3,179 | +13.4% | 0.05% | -11.3% |
| Q1 2021 | $330,000 | +11.1% | 2,804 | 0.0% | 0.05% | -14.5% |
| Q4 2020 | $297,000 | +5.3% | 2,804 | -8.2% | 0.06% | -10.1% |
| Q3 2020 | $282,000 | +32.4% | 3,054 | +30.5% | 0.07% | +13.1% |
| Q2 2020 | $213,000 | -4.5% | 2,340 | -16.3% | 0.06% | -19.7% |
| Q1 2020 | $223,000 | – | 2,795 | – | 0.08% | – |
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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% |