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 | $381,488 | -6.2% | 3,317 | 0.0% | 0.06% | -3.4% |
Q2 2023 | $406,598 | -1.1% | 3,317 | -0.2% | 0.06% | -4.9% |
Q1 2023 | $411,088 | -1.1% | 3,323 | 0.0% | 0.06% | -6.2% |
Q4 2022 | $415,741 | +12.1% | 3,323 | 0.0% | 0.06% | +1.6% |
Q3 2022 | $371,000 | +27.5% | 3,323 | +35.7% | 0.06% | +33.3% |
Q2 2022 | $291,000 | +38.6% | 2,448 | +49.3% | 0.05% | +54.8% |
Q1 2022 | $210,000 | -0.9% | 1,640 | 0.0% | 0.03% | -3.1% |
Q4 2021 | $212,000 | +3.4% | 1,640 | -5.7% | 0.03% | 0.0% |
Q3 2021 | $205,000 | -3.8% | 1,740 | 0.0% | 0.03% | -3.0% |
Q2 2021 | $213,000 | +3.9% | 1,740 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $205,000 | -12.0% | 1,740 | -21.1% | 0.03% | -13.2% |
Q4 2020 | $233,000 | +14.2% | 2,204 | 0.0% | 0.04% | -2.6% |
Q3 2020 | $204,000 | -21.8% | 2,204 | -23.0% | 0.04% | -25.0% |
Q2 2020 | $261,000 | +14.0% | 2,863 | 0.0% | 0.05% | -5.5% |
Q1 2020 | $229,000 | -33.8% | 2,863 | -10.9% | 0.06% | -16.7% |
Q4 2019 | $346,000 | – | 3,213 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |