SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $593,340 | +1445.6% | 5,159 | +1548.2% | 0.21% | +1392.9% |
| Q2 2023 | $38,389 | -99.9% | 313 | +7.9% | 0.01% | 0.0% |
| Q3 2020 | $26,796,000 | -10.6% | 290 | -15.2% | 0.01% | -17.6% |
| Q2 2020 | $29,989,000 | +130287.0% | 342 | +17.9% | 0.02% | +13.3% |
| Q1 2020 | $23,000 | -25.8% | 290 | 0.0% | 0.02% | -6.2% |
| Q4 2019 | $31,000 | +3.3% | 290 | 0.0% | 0.02% | -11.1% |
| Q3 2019 | $30,000 | +3.4% | 290 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $29,000 | 0.0% | 290 | 0.0% | 0.02% | -10.0% |
| Q1 2019 | $29,000 | +11.5% | 290 | 0.0% | 0.02% | -13.0% |
| Q4 2018 | $26,000 | – | 290 | – | 0.02% | – |
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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% |