SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $257 | -43.0% | 2,094 | -42.5% | 0.36% | +258.6% |
| Q1 2023 | $451 | -9.4% | 3,644 | -8.4% | 0.10% | -17.5% |
| Q4 2022 | $498 | -99.9% | 3,977 | -13.7% | 0.12% | -14.9% |
| Q3 2022 | $514,000 | -9.5% | 4,607 | -3.8% | 0.14% | -9.0% |
| Q2 2022 | $568,000 | -9.0% | 4,789 | -83.2% | 0.16% | -2.5% |
| Q1 2022 | $624,000 | -0.8% | 28,548 | +6.4% | 0.16% | -5.4% |
| Q4 2021 | $629,000 | -4.4% | 26,838 | +379.6% | 0.17% | -88.3% |
| Q3 2021 | $658,000 | -3.8% | 5,596 | +0.0% | 1.44% | +509.3% |
| Q2 2021 | $684,000 | +6.9% | 5,594 | +3.7% | 0.24% | +0.9% |
| Q1 2021 | $640,000 | +204.8% | 5,393 | +137.8% | 0.23% | +108.9% |
| Q3 2020 | $210,000 | – | 2,268 | – | 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% |