SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,545,479 | -2.7% | 135,166 | +3.7% | 4.75% | +2.1% |
| Q2 2023 | $15,974,285 | -4.5% | 130,317 | -3.6% | 4.65% | -10.1% |
| Q1 2023 | $16,730,360 | +40.8% | 135,239 | +42.4% | 5.18% | +32.9% |
| Q4 2022 | $11,884,868 | +88.1% | 94,992 | +67.6% | 3.90% | +75.2% |
| Q3 2022 | $6,317,000 | -59.3% | 56,661 | -56.7% | 2.22% | -56.2% |
| Q2 2022 | $15,522,000 | -10.4% | 130,784 | -3.2% | 5.07% | +2.1% |
| Q1 2022 | $17,317,000 | +27.4% | 135,171 | +28.4% | 4.97% | +34.4% |
| Q4 2021 | $13,595,000 | +174.9% | 105,291 | +150.2% | 3.70% | +160.8% |
| Q3 2021 | $4,946,000 | -4.5% | 42,078 | +0.0% | 1.42% | -2.1% |
| Q2 2021 | $5,179,000 | +2.6% | 42,066 | -1.6% | 1.45% | -12.7% |
| Q1 2021 | $5,046,000 | +18.4% | 42,752 | +6.3% | 1.66% | +16.7% |
| Q4 2020 | $4,261,000 | +9.7% | 40,221 | -4.3% | 1.42% | -14.0% |
| Q3 2020 | $3,883,000 | -55.3% | 42,021 | -55.9% | 1.65% | -58.1% |
| Q2 2020 | $8,690,000 | +19.5% | 95,280 | +4.7% | 3.94% | -2.6% |
| Q1 2020 | $7,269,000 | -24.8% | 91,023 | +1.2% | 4.05% | -8.3% |
| Q4 2019 | $9,670,000 | – | 89,901 | – | 4.41% | – |
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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% |