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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,591,496 | -7.9% | 39,923 | -1.9% | 0.36% | +2.9% |
| Q2 2023 | $4,986,897 | -1.6% | 40,683 | -0.7% | 0.35% | -1.4% |
| Q1 2023 | $5,066,786 | -1.5% | 40,957 | -0.3% | 0.35% | -26.4% |
| Q4 2022 | $5,141,621 | +6.7% | 41,097 | -4.9% | 0.48% | +17.5% |
| Q3 2022 | $4,820,000 | -6.9% | 43,230 | -0.9% | 0.41% | -2.2% |
| Q2 2022 | $5,178,000 | -11.8% | 43,625 | -4.8% | 0.42% | +5.3% |
| Q1 2022 | $5,873,000 | +1.0% | 45,842 | +1.8% | 0.39% | -11.3% |
| Q4 2021 | $5,813,000 | – | 45,022 | – | 0.44% | – |
Download | ||||||
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% |