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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |