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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $228,009 | -22.7% | 1,860 | -22.0% | 0.17% | -19.9% |
| Q1 2023 | $294,888 | -0.9% | 2,384 | +0.2% | 0.22% | -6.5% |
| Q4 2022 | $297,633 | +20.5% | 2,379 | +7.5% | 0.23% | +3.1% |
| Q3 2022 | $247,000 | -2.0% | 2,212 | +4.4% | 0.22% | +1.8% |
| Q2 2022 | $252,000 | -19.5% | 2,119 | -13.2% | 0.22% | -8.7% |
| Q1 2022 | $313,000 | +9.8% | 2,441 | +11.0% | 0.24% | +9.5% |
| Q4 2021 | $285,000 | – | 2,199 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |