SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,073 filers reported holding SPDR SERIES TRUST in Q2 2024. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,921,627 | -3.1% | 15,110 | +0.0% | 1.30% | +12.6% |
| Q1 2024 | $1,982,674 | +5.0% | 15,107 | +0.0% | 1.15% | -15.7% |
| Q4 2023 | $1,887,720 | +7.5% | 15,105 | -1.1% | 1.37% | +3.5% |
| Q3 2023 | $1,756,518 | -6.2% | 15,273 | +0.0% | 1.32% | -2.2% |
| Q2 2023 | $1,871,861 | -0.9% | 15,271 | +0.0% | 1.35% | -4.0% |
| Q1 2023 | $1,888,841 | -2.7% | 15,268 | -1.6% | 1.41% | -3.8% |
| Q4 2022 | $1,941,249 | +9.6% | 15,516 | -2.3% | 1.46% | -6.2% |
| Q3 2022 | $1,771,000 | -6.0% | 15,880 | +0.0% | 1.56% | +4.1% |
| Q2 2022 | $1,885,000 | -8.2% | 15,878 | -1.0% | 1.50% | +7.1% |
| Q1 2022 | $2,054,000 | -0.8% | 16,031 | +0.0% | 1.40% | +3.6% |
| Q4 2021 | $2,070,000 | +9.5% | 16,029 | +0.0% | 1.35% | -10.2% |
| Q1 2021 | $1,891,000 | -15.8% | 16,022 | -24.5% | 1.50% | -11.3% |
| Q4 2020 | $2,247,000 | +13.0% | 21,210 | -1.4% | 1.70% | -10.5% |
| Q3 2020 | $1,988,000 | +14.5% | 21,517 | -1.0% | 1.89% | -10.3% |
| Q1 2020 | $1,736,000 | -25.8% | 21,742 | -0.1% | 2.11% | +21.0% |
| Q4 2019 | $2,341,000 | – | 21,763 | – | 1.74% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,786,801 | $162,956,000 | 23.21% |
| Silversage Advisors | 150,528 | $16,278,000 | 16.89% |
| O'Dell Group, LLC | 252,282 | $23,008,000 | 12.06% |
| Jackson, Grant Investment Advisers, Inc. | 169,516 | $15,460,000 | 9.84% |
| Wolff Financial Management LLC | 166,915 | $15,223,000 | 9.68% |
| MARINO, STRAM & ASSOCIATES LLC | 172,376 | $15,755,000 | 9.38% |
| Hubbell Strickland Wealth Management, LLC | 100,001 | $9,120,000 | 7.67% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 100,854 | $9,198,000 | 6.29% |
| CRA Financial Services, LLC | 122,598 | $11,181,000 | 5.90% |
| TPG Financial Advisors, LLC | 69,723 | $6,359,000 | 5.70% |