SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,078,388 | -7.6% | 9,376 | -1.5% | 0.10% | 0.0% |
| Q2 2023 | $1,167,051 | -0.9% | 9,521 | +0.0% | 0.10% | -4.8% |
| Q1 2023 | $1,177,593 | -3.2% | 9,519 | +0.0% | 0.10% | -1.9% |
| Q4 2022 | $1,217,089 | +13.5% | 9,517 | -1.0% | 0.11% | -4.5% |
| Q3 2022 | $1,072,000 | -6.0% | 9,617 | +0.0% | 0.11% | 0.0% |
| Q2 2022 | $1,141,000 | -8.3% | 9,615 | -1.0% | 0.11% | +2.8% |
| Q1 2022 | $1,244,000 | +12.1% | 9,714 | +12.9% | 0.11% | +14.9% |
| Q4 2021 | $1,110,000 | +9.4% | 8,601 | -0.4% | 0.09% | +2.2% |
| Q3 2021 | $1,015,000 | -6.3% | 8,638 | -2.5% | 0.09% | -8.0% |
| Q2 2021 | $1,083,000 | +4.2% | 8,861 | +0.6% | 0.10% | -2.9% |
| Q1 2021 | $1,039,000 | +401.9% | 8,809 | +349.7% | 0.10% | +232.3% |
| Q4 2020 | $207,000 | -75.1% | 1,959 | -78.3% | 0.03% | -68.7% |
| Q3 2020 | $832,000 | -99.9% | 9,009 | -16.9% | 0.10% | -20.8% |
| Q2 2020 | $988,223,000 | +100125.5% | 10,835 | -12.3% | 0.12% | -16.7% |
| Q1 2020 | $986,000 | -26.4% | 12,348 | -0.8% | 0.15% | -13.3% |
| Q4 2019 | $1,339,000 | +7.5% | 12,450 | -0.4% | 0.17% | +0.6% |
| Q3 2019 | $1,246,000 | -10.4% | 12,499 | -2.3% | 0.17% | -11.8% |
| Q2 2019 | $1,391,000 | -14.3% | 12,792 | -21.7% | 0.20% | -18.4% |
| Q1 2019 | $1,623,000 | – | 16,331 | – | 0.24% | – |
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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% |