SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $523,555 | +6.2% | 4,018 | +5.9% | 0.03% | -8.3% |
| Q1 2024 | $492,794 | +4.4% | 3,794 | +0.5% | 0.04% | -7.7% |
| Q4 2023 | $471,913 | +13.0% | 3,776 | +3.2% | 0.04% | -7.1% |
| 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 ↓ |
|---|---|---|---|
| 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% |