SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
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% |