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 | $4,600,921 | +64.6% | 40,005 | +75.4% | 0.09% | +67.9% |
| Q2 2023 | $2,795,982 | +548.2% | 22,809 | +554.1% | 0.06% | +460.0% |
| Q1 2023 | $431,356 | +21.7% | 3,487 | +23.1% | 0.01% | 0.0% |
| Q4 2022 | $354,437 | +1.3% | 2,833 | -9.8% | 0.01% | 0.0% |
| Q3 2022 | $350,000 | +4.2% | 3,142 | +10.9% | 0.01% | 0.0% |
| Q2 2022 | $336,000 | -10.6% | 2,833 | -3.4% | 0.01% | +11.1% |
| Q1 2022 | $376,000 | -0.8% | 2,933 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $379,000 | +13.8% | 2,933 | +3.5% | 0.01% | 0.0% |
| Q3 2021 | $333,000 | -3.8% | 2,833 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $346,000 | -3.4% | 2,833 | -6.5% | 0.01% | -33.3% |
| Q1 2021 | $358,000 | – | 3,030 | – | 0.02% | – |
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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% |