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 | $59,576 | -6.2% | 518 | 0.0% | 0.03% | -9.7% |
| Q2 2023 | $63,497 | -0.9% | 518 | 0.0% | 0.03% | -13.9% |
| Q1 2023 | $64,083 | -22.4% | 518 | -21.5% | 0.04% | -26.5% |
| Q4 2022 | $82,573 | +11.6% | 660 | 0.0% | 0.05% | +6.5% |
| Q3 2022 | $74,000 | -5.1% | 660 | 0.0% | 0.05% | -2.1% |
| Q2 2022 | $78,000 | -8.2% | 660 | 0.0% | 0.05% | +2.2% |
| Q1 2022 | $85,000 | -12.4% | 660 | -12.6% | 0.05% | -23.3% |
| Q4 2021 | $97,000 | +9.0% | 755 | 0.0% | 0.06% | -15.5% |
| Q3 2021 | $89,000 | -8.2% | 755 | -4.4% | 0.07% | -9.0% |
| Q2 2021 | $97,000 | +26.0% | 790 | +8.2% | 0.08% | +5.4% |
| Q4 2020 | $77,000 | – | 730 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |