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 | $3,393,022 | -5.9% | 29,502 | +0.3% | 0.28% | -4.8% |
| Q2 2023 | $3,606,198 | +11.8% | 29,419 | +12.9% | 0.29% | +5.9% |
| Q1 2023 | $3,224,594 | +101366.1% | 26,066 | +2.6% | 0.27% | -6.8% |
| Q4 2022 | $3,178 | -99.9% | 25,402 | -0.1% | 0.29% | -0.3% |
| Q3 2022 | $2,835,000 | -11.4% | 25,427 | -5.7% | 0.29% | +2.4% |
| Q2 2022 | $3,199,000 | -10.9% | 26,957 | -3.8% | 0.29% | -0.7% |
| Q1 2022 | $3,590,000 | -2.3% | 28,024 | -1.5% | 0.29% | -4.0% |
| Q4 2021 | $3,674,000 | +7.3% | 28,458 | -2.3% | 0.30% | -14.5% |
| Q3 2021 | $3,423,000 | -9.6% | 29,123 | -6.0% | 0.35% | -7.6% |
| Q2 2021 | $3,787,000 | +14.1% | 30,971 | +10.2% | 0.38% | +9.2% |
| Q1 2021 | $3,318,000 | +160.8% | 28,115 | +134.1% | 0.35% | +144.1% |
| Q4 2020 | $1,272,000 | -39.7% | 12,010 | -47.4% | 0.14% | -51.9% |
| Q3 2020 | $2,108,000 | -1.8% | 22,814 | -3.1% | 0.30% | -9.2% |
| Q2 2020 | $2,146,000 | -59.3% | 23,535 | -64.3% | 0.33% | -67.1% |
| Q1 2020 | $5,267,000 | -28.8% | 65,954 | -4.1% | 0.99% | -24.9% |
| Q4 2019 | $7,395,000 | – | 68,744 | – | 1.32% | – |
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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% |