SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |