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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |