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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,898 | -5.9% | 51 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,269 | -0.6% | 51 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,309 | -0.9% | 51 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,365 | +6.1% | 51 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | 0.0% | 51 | +8.5% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | +200.0% | 47 | +213.3% | 0.00% | +100.0% |
| Q4 2021 | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | – | 15 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |