SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,121,728 | -4.4% | 8,820 | -1.4% | 0.60% | -5.2% |
| Q1 2024 | $1,173,942 | +2.4% | 8,945 | -2.5% | 0.63% | -5.3% |
| 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 ↓ |
|---|---|---|---|
| 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% |