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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $253,373 | -0.9% | 2,067 | 0.0% | 0.13% | -3.8% |
| Q1 2023 | $255,709 | +95671.2% | 2,067 | -3.3% | 0.13% | -25.4% |
| Q4 2022 | $267 | -99.9% | 2,137 | 0.0% | 0.18% | -11.9% |
| Q3 2022 | $238,000 | -5.9% | 2,137 | 0.0% | 0.20% | -12.6% |
| Q2 2022 | $253,000 | -7.7% | 2,137 | 0.0% | 0.23% | +115.0% |
| Q1 2022 | $274,000 | -0.7% | 2,137 | 0.0% | 0.11% | +32.1% |
| Q4 2021 | $276,000 | +10.0% | 2,137 | 0.0% | 0.08% | -8.0% |
| Q3 2021 | $251,000 | -12.2% | 2,137 | -8.8% | 0.09% | -30.7% |
| Q2 2021 | $286,000 | +3.6% | 2,342 | 0.0% | 0.13% | -76.7% |
| Q1 2021 | $276,000 | -0.4% | 2,342 | -10.4% | 0.55% | +205.0% |
| Q4 2020 | $277,000 | -43.2% | 2,613 | -9.4% | 0.18% | -6.8% |
| Q3 2020 | $488,000 | +102.5% | 2,884 | +9.2% | 0.19% | -38.1% |
| Q2 2020 | $241,000 | +14.2% | 2,640 | 0.0% | 0.31% | -24.2% |
| Q1 2020 | $211,000 | -27.5% | 2,640 | -2.6% | 0.41% | +47.1% |
| Q4 2019 | $291,000 | – | 2,710 | – | 0.28% | – |
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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% |