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 2021 | $115,000 | -3.4% | 979 | +0.6% | 0.04% | -10.9% |
| Q2 2021 | $119,000 | +16.7% | 973 | +1.2% | 0.05% | -8.0% |
| Q1 2021 | $102,000 | 0.0% | 961 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $102,000 | +15.9% | 961 | +0.8% | 0.05% | -3.8% |
| Q3 2020 | $88,000 | +4.8% | 953 | +3.7% | 0.05% | -11.9% |
| Q2 2020 | $84,000 | +15.1% | 919 | +0.7% | 0.06% | -7.8% |
| Q1 2020 | $73,000 | -24.7% | 913 | +0.9% | 0.06% | -15.8% |
| Q4 2019 | $97,000 | +5.4% | 905 | +0.8% | 0.08% | -12.6% |
| Q3 2019 | $92,000 | +2.2% | 898 | +0.6% | 0.09% | +10.1% |
| Q2 2019 | $90,000 | +8.4% | 893 | +6.8% | 0.08% | +25.4% |
| Q1 2019 | $83,000 | +12.2% | 836 | +0.5% | 0.06% | +14.5% |
| Q4 2018 | $74,000 | – | 832 | – | 0.06% | – |
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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% |