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 | $366,407 | -5.6% | 3,185 | +0.7% | 0.38% | -0.5% |
| Q2 2023 | $388,000 | -0.3% | 3,164 | +0.7% | 0.38% | -5.0% |
| Q1 2023 | $389,000 | -0.5% | 3,143 | +0.6% | 0.40% | -11.1% |
| Q4 2022 | $391,000 | +13.0% | 3,125 | +0.7% | 0.45% | -13.6% |
| Q3 2022 | $346,000 | -5.5% | 3,103 | +0.6% | 0.52% | -4.6% |
| Q2 2022 | $366,000 | +16.2% | 3,083 | +25.4% | 0.55% | -24.2% |
| Q1 2022 | $315,000 | -14.2% | 2,459 | -13.6% | 0.72% | +61.1% |
| Q4 2021 | $367,000 | +21.5% | 2,845 | +10.8% | 0.45% | -50.3% |
| Q3 2021 | $302,000 | -86.1% | 2,567 | -85.6% | 0.90% | +3.8% |
| Q2 2021 | $2,173,000 | +7.1% | 17,772 | +3.4% | 0.87% | -18.6% |
| Q1 2021 | $2,029,000 | +9.7% | 17,192 | -1.5% | 1.06% | -2.5% |
| Q4 2020 | $1,849,000 | +9.9% | 17,459 | -4.1% | 1.09% | -11.6% |
| Q3 2020 | $1,683,000 | -8.0% | 18,214 | -9.2% | 1.24% | -26.0% |
| Q2 2020 | $1,830,000 | +13.9% | 20,065 | -0.3% | 1.67% | -7.2% |
| Q1 2020 | $1,607,000 | -25.0% | 20,117 | +0.9% | 1.80% | -0.6% |
| Q4 2019 | $2,144,000 | – | 19,933 | – | 1.81% | – |
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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% |