SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $458,141 | -32.2% | 3,602 | -30.0% | 0.11% | -30.9% |
| Q1 2024 | $675,533 | +5.0% | 5,147 | 0.0% | 0.16% | 0.0% |
| Q4 2023 | $643,259 | +26.2% | 5,147 | +16.2% | 0.16% | -16.1% |
| Q3 2023 | $509,645 | -6.2% | 4,431 | 0.0% | 0.19% | -1.5% |
| Q2 2023 | $543,190 | -15.6% | 4,431 | -14.8% | 0.20% | -20.6% |
| Q1 2023 | $643,454 | -2.0% | 5,201 | -0.9% | 0.25% | -8.2% |
| Q4 2022 | $656,327 | +16.4% | 5,246 | +3.7% | 0.27% | +5.5% |
| Q3 2022 | $564,000 | -2.8% | 5,058 | +3.5% | 0.26% | -2.3% |
| Q2 2022 | $580,000 | -9.4% | 4,886 | -2.2% | 0.26% | +0.4% |
| Q1 2022 | $640,000 | -9.0% | 4,996 | -8.2% | 0.26% | -16.7% |
| Q4 2021 | $703,000 | – | 5,441 | – | 0.31% | – |
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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% |