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 | $273,991 | -32.1% | 2,382 | -27.6% | 0.07% | -31.5% |
| Q2 2023 | $403,420 | -8.6% | 3,291 | -7.7% | 0.11% | -13.6% |
| Q1 2023 | $441,282 | +18.3% | 3,567 | +19.7% | 0.12% | +12.6% |
| Q4 2022 | $372,984 | +12.7% | 2,981 | +0.5% | 0.11% | -0.9% |
| Q3 2022 | $331,000 | +2.8% | 2,967 | +9.4% | 0.11% | +6.7% |
| Q2 2022 | $322,000 | -5.8% | 2,713 | +1.7% | 0.10% | +1.0% |
| Q1 2022 | $342,000 | +11.4% | 2,668 | +12.3% | 0.10% | +14.3% |
| Q4 2021 | $307,000 | +20.4% | 2,376 | +9.7% | 0.09% | +12.3% |
| Q3 2021 | $255,000 | +9.9% | 2,165 | +13.9% | 0.08% | -3.6% |
| Q2 2021 | $232,000 | +14.3% | 1,900 | +2.6% | 0.08% | -10.6% |
| Q4 2020 | $203,000 | – | 1,852 | – | 0.09% | – |
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% |