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 | $4,120,924 | -5.5% | 35,831 | +1.3% | 1.41% | -0.8% |
| Q2 2023 | $4,362,829 | +0.6% | 35,372 | +0.9% | 1.42% | -9.0% |
| Q1 2023 | $4,337,659 | -1.2% | 35,063 | -0.1% | 1.56% | -4.4% |
| Q4 2022 | $4,392,271 | +12.0% | 35,107 | -0.2% | 1.63% | +2.3% |
| Q3 2022 | $3,923,000 | -6.0% | 35,187 | +0.1% | 1.60% | -1.7% |
| Q2 2022 | $4,173,000 | -8.6% | 35,156 | -1.3% | 1.62% | +8.5% |
| Q1 2022 | $4,565,000 | +2.2% | 35,635 | +3.0% | 1.50% | +6.2% |
| Q4 2021 | $4,466,000 | +7.2% | 34,591 | +1.5% | 1.41% | +2.2% |
| Q3 2021 | $4,167,000 | 0.0% | 34,078 | 0.0% | 1.38% | -8.3% |
| Q2 2021 | $4,167,000 | +2.4% | 34,078 | -1.1% | 1.50% | +4.0% |
| Q1 2021 | $4,068,000 | +3.9% | 34,468 | -6.7% | 1.45% | -2.8% |
| Q4 2020 | $3,914,000 | +14.0% | 36,949 | -0.5% | 1.49% | -3.2% |
| Q3 2020 | $3,433,000 | -1.3% | 37,153 | -2.5% | 1.54% | -4.7% |
| Q2 2020 | $3,477,000 | +1.1% | 38,123 | -11.5% | 1.61% | -9.8% |
| Q1 2020 | $3,439,000 | -25.6% | 43,062 | +0.2% | 1.79% | -9.3% |
| Q4 2019 | $4,621,000 | – | 42,959 | – | 1.97% | – |
Download | ||||||
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% |