SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,073 filers reported holding SPDR SERIES TRUST in Q2 2024. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $97,674 | -4.2% | 768 | -1.2% | 0.02% | -8.3% |
| Q1 2024 | $101,973 | +5.0% | 777 | 0.0% | 0.02% | -4.0% |
| Q4 2023 | $97,102 | +8.7% | 777 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $89,363 | -6.2% | 777 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $95,245 | -0.9% | 777 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $96,123 | +98995.9% | 777 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $97 | -99.9% | 777 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $87,000 | -5.4% | 777 | 0.0% | 0.03% | +3.8% |
| Q2 2022 | $92,000 | -32.8% | 777 | -29.6% | 0.03% | -52.7% |
| Q1 2022 | $137,000 | -4.2% | 1,104 | 0.0% | 0.06% | +1.9% |
| Q4 2021 | $143,000 | – | 1,104 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,786,801 | $162,956,000 | 23.21% |
| Silversage Advisors | 150,528 | $16,278,000 | 16.89% |
| O'Dell Group, LLC | 252,282 | $23,008,000 | 12.06% |
| Jackson, Grant Investment Advisers, Inc. | 169,516 | $15,460,000 | 9.84% |
| Wolff Financial Management LLC | 166,915 | $15,223,000 | 9.68% |
| MARINO, STRAM & ASSOCIATES LLC | 172,376 | $15,755,000 | 9.38% |
| Hubbell Strickland Wealth Management, LLC | 100,001 | $9,120,000 | 7.67% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 100,854 | $9,198,000 | 6.29% |
| CRA Financial Services, LLC | 122,598 | $11,181,000 | 5.90% |
| TPG Financial Advisors, LLC | 69,723 | $6,359,000 | 5.70% |