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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $34,913,761 | -1.7% | 284,824 | -0.8% | 2.64% | -7.0% |
Q1 2023 | $35,509,856 | +98319.8% | 287,041 | -0.5% | 2.84% | -7.3% |
Q4 2022 | $36,080 | -99.9% | 288,387 | -0.3% | 3.06% | +1.4% |
Q3 2022 | $32,263,000 | -5.5% | 289,352 | +0.6% | 3.02% | -3.0% |
Q2 2022 | $34,132,000 | -7.3% | 287,571 | +0.0% | 3.12% | +4.0% |
Q1 2022 | $36,837,000 | -1.2% | 287,539 | -0.5% | 3.00% | -0.3% |
Q4 2021 | $37,301,000 | +9.8% | 288,885 | -0.0% | 3.01% | +0.0% |
Q3 2021 | $33,969,000 | -5.5% | 288,973 | -1.7% | 3.01% | -5.9% |
Q2 2021 | $35,943,000 | +3.6% | 293,939 | +0.0% | 3.20% | -5.0% |
Q1 2021 | $34,690,000 | +4.9% | 293,910 | -5.8% | 3.36% | +1.6% |
Q4 2020 | $33,064,000 | – | 312,128 | – | 3.31% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |