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 | $1,722,818 | +21.6% | 14,980 | +24.0% | 0.19% | +13.5% |
| Q2 2023 | $1,416,515 | -13.3% | 12,076 | -8.5% | 0.17% | -13.2% |
| Q1 2023 | $1,632,972 | +71.7% | 13,200 | +73.6% | 0.20% | +57.6% |
| Q4 2022 | $951,086 | -24.8% | 7,602 | -33.0% | 0.12% | -41.3% |
| Q3 2022 | $1,265,000 | +4.3% | 11,344 | +11.0% | 0.21% | -15.1% |
| Q2 2022 | $1,213,000 | -44.9% | 10,217 | -40.5% | 0.25% | -35.0% |
| Q1 2022 | $2,200,000 | +212.5% | 17,174 | +215.1% | 0.39% | +238.6% |
| Q4 2021 | $704,000 | +21.2% | 5,451 | +10.4% | 0.11% | 0.0% |
| Q3 2021 | $581,000 | -16.8% | 4,939 | -13.4% | 0.11% | -16.8% |
| Q2 2021 | $698,000 | +11.3% | 5,706 | +8.1% | 0.14% | +5.4% |
| Q1 2021 | $627,000 | +35.1% | 5,280 | +20.4% | 0.13% | +17.1% |
| Q4 2020 | $464,000 | – | 4,384 | – | 0.11% | – |
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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% |