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 | $258,773 | -6.2% | 2,250 | 0.0% | 0.13% | -3.0% |
Q2 2023 | $275,805 | -0.9% | 2,250 | 0.0% | 0.14% | -5.6% |
Q1 2023 | $278,348 | -1.1% | 2,250 | 0.0% | 0.14% | -2.1% |
Q4 2022 | $281,498 | +5.0% | 2,250 | -6.3% | 0.15% | -3.9% |
Q3 2022 | $268,000 | -7.3% | 2,401 | +0.0% | 0.15% | -2.6% |
Q2 2022 | $289,000 | -10.5% | 2,400 | -4.9% | 0.16% | 0.0% |
Q1 2022 | $323,000 | +4.2% | 2,524 | +5.3% | 0.16% | +6.1% |
Q4 2021 | $310,000 | +9.9% | 2,398 | +0.0% | 0.15% | -3.9% |
Q3 2021 | $282,000 | -3.8% | 2,397 | +0.0% | 0.15% | 0.0% |
Q2 2021 | $293,000 | +3.5% | 2,396 | +0.0% | 0.15% | -3.8% |
Q1 2021 | $283,000 | +2.9% | 2,395 | -7.7% | 0.16% | -6.5% |
Q4 2020 | $275,000 | – | 2,594 | – | 0.17% | – |
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% |