SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $340,078 | +5.0% | 2,591 | 0.0% | 0.16% | -10.5% |
| Q4 2023 | $323,831 | +8.7% | 2,591 | 0.0% | 0.18% | +2.3% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |