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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,022 | -5.5% | 2,591 | +0.7% | 0.18% | -3.3% |
| Q2 2023 | $315,529 | -0.2% | 2,574 | +0.7% | 0.18% | -6.2% |
| Q1 2023 | $316,296 | -0.5% | 2,556 | +0.6% | 0.20% | -10.1% |
| Q4 2022 | $317,969 | +13.2% | 2,541 | +0.7% | 0.22% | +12.4% |
| Q3 2022 | $281,000 | -5.7% | 2,523 | +0.6% | 0.19% | -9.0% |
| Q2 2022 | $298,000 | -7.2% | 2,507 | 0.0% | 0.21% | +3.9% |
| Q1 2022 | $321,000 | -0.9% | 2,507 | 0.0% | 0.20% | +2.5% |
| Q4 2021 | $324,000 | +9.8% | 2,507 | 0.0% | 0.20% | +2.6% |
| Q3 2021 | $295,000 | -3.9% | 2,507 | 0.0% | 0.19% | +2.6% |
| Q2 2021 | $307,000 | +3.7% | 2,507 | 0.0% | 0.19% | -1.0% |
| Q1 2021 | $296,000 | +11.3% | 2,507 | 0.0% | 0.19% | +4.9% |
| Q4 2020 | $266,000 | +14.7% | 2,507 | 0.0% | 0.18% | -2.7% |
| Q3 2020 | $232,000 | +1.3% | 2,507 | 0.0% | 0.19% | -1.6% |
| Q2 2020 | $229,000 | – | 2,507 | – | 0.19% | – |
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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% |