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 | $8,268,069 | -8.4% | 71,890 | +0.5% | 1.67% | -3.4% |
| Q2 2023 | $9,026,413 | +3.2% | 71,519 | +1.2% | 1.73% | -4.5% |
| Q1 2023 | $8,746,668 | -1.4% | 70,703 | -0.3% | 1.81% | -5.7% |
| Q4 2022 | $8,870,424 | +11.8% | 70,901 | -0.4% | 1.92% | +7.7% |
| Q3 2022 | $7,936,000 | -6.7% | 71,172 | -0.7% | 1.78% | -5.0% |
| Q2 2022 | $8,508,000 | -7.1% | 71,683 | +0.3% | 1.88% | +5.2% |
| Q1 2022 | $9,158,000 | -1.3% | 71,486 | -0.5% | 1.78% | -0.4% |
| Q4 2021 | $9,281,000 | +11.8% | 71,878 | +1.8% | 1.79% | +7.4% |
| Q3 2021 | $8,298,000 | -3.8% | 70,588 | +0.1% | 1.67% | +1.0% |
| Q2 2021 | $8,622,000 | +5.3% | 70,511 | +1.7% | 1.65% | -3.4% |
| Q1 2021 | $8,186,000 | +9.0% | 69,353 | -2.2% | 1.71% | +9.1% |
| Q4 2020 | $7,511,000 | – | 70,908 | – | 1.57% | – |
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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% |