SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $3,833,036 | +143.7% | 31,550 | +150.4% | 0.80% | +118.7% |
Q4 2022 | $1,573,018 | +19.7% | 12,602 | +6.9% | 0.36% | +4.0% |
Q3 2022 | $1,314,000 | +4.0% | 11,786 | +10.7% | 0.35% | +30.1% |
Q2 2022 | $1,263,000 | -4.9% | 10,645 | +2.7% | 0.27% | +13.0% |
Q1 2022 | $1,328,000 | +0.5% | 10,363 | +1.3% | 0.24% | +3.0% |
Q4 2021 | $1,321,000 | +9.1% | 10,234 | +3.3% | 0.23% | +3.6% |
Q3 2021 | $1,211,000 | +1.0% | 9,908 | +3.5% | 0.22% | -22.0% |
Q2 2021 | $1,199,000 | +0.9% | 9,570 | -1.5% | 0.29% | -5.3% |
Q1 2021 | $1,188,000 | +25.3% | 9,715 | +8.6% | 0.30% | -28.8% |
Q4 2020 | $948,000 | -2.6% | 8,948 | -4.7% | 0.42% | -11.1% |
Q3 2020 | $973,000 | -76.5% | 9,389 | -77.9% | 0.48% | -69.9% |
Q2 2020 | $4,147,000 | – | 42,543 | – | 1.58% | – |
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% |