SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,472,316 | -64.2% | 21,497 | -61.8% | 0.21% | -64.5% |
| Q2 2023 | $6,903,021 | -2.0% | 56,315 | -1.1% | 0.59% | -10.1% |
| Q1 2023 | $7,041,517 | +1.6% | 56,920 | +2.7% | 0.66% | -7.6% |
| Q4 2022 | $6,932,716 | -39.0% | 55,413 | -45.7% | 0.71% | +8.9% |
| Q3 2022 | $11,369,000 | +12.7% | 102,041 | +20.0% | 0.65% | +12.4% |
| Q2 2022 | $10,088,000 | +15.2% | 85,016 | +24.4% | 0.58% | +36.2% |
| Q1 2022 | $8,756,000 | +294.8% | 68,334 | +298.5% | 0.42% | +94.1% |
| Q4 2021 | $2,218,000 | +12.8% | 17,149 | +6.5% | 0.22% | +8.4% |
| Q2 2021 | $1,966,000 | +6.3% | 16,095 | +2.7% | 0.20% | -18.9% |
| Q1 2021 | $1,850,000 | +4.8% | 15,678 | -6.0% | 0.25% | -3.9% |
| Q4 2020 | $1,766,000 | +21.3% | 16,670 | +5.8% | 0.26% | +8.8% |
| Q3 2020 | $1,456,000 | -4.0% | 15,750 | -5.2% | 0.24% | -13.5% |
| Q2 2020 | $1,517,000 | +40.3% | 16,618 | +23.0% | 0.28% | +10.9% |
| Q1 2020 | $1,081,000 | -19.2% | 13,506 | +8.6% | 0.25% | +22.2% |
| Q4 2019 | $1,338,000 | +26.2% | 12,442 | +20.5% | 0.20% | -8.1% |
| Q3 2019 | $1,060,000 | +1.6% | 10,322 | -0.1% | 0.22% | +61.3% |
| Q2 2019 | $1,043,000 | -11.6% | 10,335 | -12.6% | 0.14% | -47.9% |
| Q1 2019 | $1,180,000 | +20.4% | 11,825 | +8.2% | 0.26% | -0.4% |
| Q4 2018 | $980,000 | – | 10,926 | – | 0.26% | – |
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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% |