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 | $417,559 | +1.9% | 3,658 | +9.8% | 0.04% | -4.5% |
| Q2 2023 | $409,731 | -0.6% | 3,331 | -0.2% | 0.04% | -18.5% |
| Q1 2023 | $412,359 | -2.1% | 3,338 | +1.4% | 0.05% | -14.3% |
| Q4 2022 | $421,264 | +15.7% | 3,292 | +0.7% | 0.06% | -13.7% |
| Q3 2022 | $364,000 | +0.8% | 3,269 | +7.4% | 0.07% | -6.4% |
| Q2 2022 | $361,000 | -7.9% | 3,043 | 0.0% | 0.08% | -10.3% |
| Q1 2022 | $392,000 | – | 3,043 | – | 0.09% | – |
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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% |