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 | $378,728 | -18.0% | 3,293 | -12.6% | 0.39% | -13.7% |
| Q2 2023 | $461,882 | -34.1% | 3,768 | -33.5% | 0.45% | -38.1% |
| Q1 2023 | $701,188 | -1.1% | 5,668 | 0.0% | 0.73% | +35.0% |
| Q4 2022 | $709,123 | +12.2% | 5,668 | 0.0% | 0.54% | -4.6% |
| Q3 2022 | $632,000 | +82.7% | 5,668 | +94.2% | 0.57% | +92.2% |
| Q2 2022 | $346,000 | -7.5% | 2,918 | 0.0% | 0.30% | +3.9% |
| Q1 2022 | $374,000 | -54.9% | 2,918 | -54.5% | 0.28% | -40.9% |
| Q4 2021 | $829,000 | +141.7% | 6,418 | +119.9% | 0.48% | +100.8% |
| Q3 2021 | $343,000 | -3.9% | 2,918 | 0.0% | 0.24% | -13.4% |
| Q2 2021 | $357,000 | +3.2% | 2,918 | -0.4% | 0.28% | -3.5% |
| Q1 2021 | $346,000 | +21.0% | 2,930 | -5.6% | 0.29% | +5.9% |
| Q3 2020 | $286,000 | +1.1% | 3,105 | 0.0% | 0.27% | +310.6% |
| Q2 2020 | $283,000 | – | 3,105 | – | 0.07% | – |
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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% |