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 | $489,325 | -6.1% | 4,255 | +0.0% | 0.05% | -24.6% |
| Q2 2023 | $521,353 | -15.3% | 4,253 | -14.5% | 0.06% | -16.4% |
| Q1 2023 | $615,297 | -1.1% | 4,974 | +0.0% | 0.07% | -11.0% |
| Q4 2022 | $622,099 | +27.7% | 4,972 | +13.8% | 0.08% | +10.8% |
| Q3 2022 | $487,000 | +11.7% | 4,370 | +19.0% | 0.07% | +13.8% |
| Q2 2022 | $436,000 | -20.1% | 3,672 | -13.8% | 0.06% | -9.7% |
| Q1 2022 | $546,000 | -0.7% | 4,261 | +0.0% | 0.07% | -1.4% |
| Q4 2021 | $550,000 | +882.1% | 4,260 | +793.1% | 0.07% | +812.5% |
| Q3 2021 | $56,000 | -92.2% | 477 | -91.9% | 0.01% | -90.9% |
| Q2 2021 | $721,000 | +1.3% | 5,901 | -2.2% | 0.09% | -24.8% |
| Q1 2021 | $712,000 | +117.1% | 6,035 | +94.6% | 0.12% | +69.6% |
| Q4 2020 | $328,000 | -99.1% | 3,101 | +683.1% | 0.07% | +263.2% |
| Q3 2020 | $38,572,000 | +6.5% | 396 | +0.3% | 0.02% | -5.0% |
| Q2 2020 | $36,231,000 | -2.3% | 395 | -14.9% | 0.02% | -16.7% |
| Q1 2020 | $37,071,000 | -26.3% | 464 | +0.2% | 0.02% | -20.0% |
| Q4 2019 | $50,276,000 | – | 463 | – | 0.03% | – |
Download | ||||||
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% |