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 | $1,011,043 | -10.9% | 8,927 | -3.1% | 0.34% | -15.2% |
| Q2 2023 | $1,134,454 | -1.7% | 9,216 | -2.1% | 0.40% | -14.9% |
| Q1 2023 | $1,154,641 | -14.5% | 9,410 | -11.6% | 0.46% | -22.8% |
| Q4 2022 | $1,350,535 | -0.5% | 10,649 | -7.6% | 0.60% | -10.3% |
| Q3 2022 | $1,357,000 | -6.0% | 11,529 | -3.8% | 0.67% | -12.8% |
| Q2 2022 | $1,444,000 | -9.5% | 11,990 | -3.2% | 0.77% | -5.2% |
| Q1 2022 | $1,595,000 | -13.5% | 12,392 | -12.3% | 0.81% | -4.3% |
| Q4 2021 | $1,844,000 | +6.6% | 14,129 | -2.7% | 0.85% | -3.4% |
| Q3 2021 | $1,730,000 | -5.1% | 14,521 | -2.0% | 0.88% | -5.6% |
| Q2 2021 | $1,823,000 | -4.8% | 14,814 | -3.9% | 0.93% | -6.5% |
| Q1 2021 | $1,915,000 | -6.9% | 15,419 | -17.8% | 0.99% | -21.7% |
| Q4 2020 | $2,058,000 | – | 18,747 | – | 1.27% | – |
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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% |