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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,146,850 | +8.7% | 9,177 | 0.0% | 0.66% | -7.0% |
| Q3 2023 | $1,055,447 | -6.2% | 9,177 | 0.0% | 0.72% | +4.7% |
| Q2 2023 | $1,124,917 | -0.9% | 9,177 | 0.0% | 0.68% | -8.1% |
| Q1 2023 | $1,135,287 | -1.1% | 9,177 | 0.0% | 0.74% | -8.5% |
| Q4 2022 | $1,148,134 | +13.0% | 9,177 | +0.7% | 0.81% | +4.8% |
| Q3 2022 | $1,016,000 | +2.1% | 9,109 | +8.7% | 0.78% | +10.6% |
| Q2 2022 | $995,000 | -7.4% | 8,380 | 0.0% | 0.70% | +4.6% |
| Q1 2022 | $1,074,000 | +1.9% | 8,380 | +2.6% | 0.67% | +2.3% |
| Q4 2021 | $1,054,000 | – | 8,165 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |