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 | $185,689 | -6.2% | 1,615 | +0.1% | 0.05% | -8.6% |
| Q2 2023 | $197,878 | -0.9% | 1,614 | 0.0% | 0.06% | +1.8% |
| Q1 2023 | $199,669 | +525344.7% | 1,614 | +425.7% | 0.06% | +375.0% |
| Q4 2022 | $38 | -99.9% | 307 | +14.6% | 0.01% | +20.0% |
| Q3 2022 | $30,000 | -6.2% | 268 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $32,000 | -5.9% | 268 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $34,000 | -2.9% | 268 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $35,000 | +12.9% | 268 | +0.8% | 0.01% | +11.1% |
| Q3 2021 | $31,000 | -13.9% | 266 | -10.1% | 0.01% | -18.2% |
| Q2 2021 | $36,000 | +16.1% | 296 | +13.0% | 0.01% | +10.0% |
| Q1 2021 | $31,000 | +10.7% | 262 | +0.8% | 0.01% | 0.0% |
| Q4 2020 | $28,000 | +16.7% | 260 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | +4.3% | 258 | +1.2% | 0.01% | +42.9% |
| Q2 2020 | $23,000 | +15.0% | 255 | +0.4% | 0.01% | -22.2% |
| Q1 2020 | $20,000 | -25.9% | 254 | +0.8% | 0.01% | -18.2% |
| Q4 2019 | $27,000 | +3.8% | 252 | +0.8% | 0.01% | -26.7% |
| Q3 2019 | $26,000 | – | 250 | – | 0.02% | – |
Download | ||||||
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% |