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 | $12,156,613 | +24.4% | 105,700 | +32.6% | 5.05% | -13.4% |
Q2 2023 | $9,772,874 | -1.1% | 79,726 | -0.2% | 5.84% | +29.1% |
Q1 2023 | $9,879,979 | -3.8% | 79,864 | -2.7% | 4.52% | -10.6% |
Q4 2022 | $10,265,282 | -24.7% | 82,050 | -32.9% | 5.06% | -33.7% |
Q3 2022 | $13,634,000 | -6.6% | 122,277 | -0.6% | 7.63% | -7.5% |
Q2 2022 | $14,597,000 | -10.3% | 122,982 | -3.2% | 8.25% | +11.3% |
Q1 2022 | $16,272,000 | +0.7% | 127,018 | +1.5% | 7.41% | +3.8% |
Q4 2021 | $16,154,000 | +11.0% | 125,111 | +1.1% | 7.14% | +10.2% |
Q3 2021 | $14,552,000 | -18.7% | 123,796 | -15.5% | 6.47% | -13.1% |
Q2 2021 | $17,905,000 | +14.3% | 146,429 | +10.3% | 7.45% | +7.1% |
Q1 2021 | $15,663,000 | +34.2% | 132,706 | +20.4% | 6.95% | +21.0% |
Q4 2020 | $11,675,000 | – | 110,217 | – | 5.75% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |