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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |