SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $496,892 | -3.1% | 3,907 | 0.0% | 0.06% | -3.0% |
| Q1 2024 | $512,755 | -6.9% | 3,907 | -11.3% | 0.07% | -12.0% |
| Q4 2023 | $550,743 | +8.7% | 4,407 | 0.0% | 0.08% | -2.6% |
| Q3 2023 | $506,849 | -6.2% | 4,407 | 0.0% | 0.08% | -1.3% |
| Q2 2023 | $540,210 | -8.0% | 4,407 | -7.2% | 0.08% | -14.3% |
| Q1 2023 | $587,251 | -3.8% | 4,747 | -2.7% | 0.09% | -9.0% |
| Q4 2022 | $610,161 | +8.6% | 4,877 | -3.3% | 0.10% | 0.0% |
| Q3 2022 | $562,000 | -2.9% | 5,042 | +3.4% | 0.10% | +1.0% |
| Q2 2022 | $579,000 | -7.4% | 4,877 | 0.0% | 0.10% | +3.1% |
| Q1 2022 | $625,000 | -6.3% | 4,877 | -5.6% | 0.10% | -4.0% |
| Q4 2021 | $667,000 | -7.1% | 5,167 | -15.4% | 0.10% | -14.5% |
| Q3 2021 | $718,000 | -3.8% | 6,104 | 0.0% | 0.12% | -2.5% |
| Q2 2021 | $746,000 | +3.6% | 6,104 | 0.0% | 0.12% | -2.4% |
| Q1 2021 | $720,000 | +13.0% | 6,104 | +1.5% | 0.12% | +5.1% |
| Q4 2020 | $637,000 | – | 6,014 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |