SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $17,774 | -0.9% | 145 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $17,937 | -1.1% | 145 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $18,140 | +13.4% | 145 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $16,000 | -5.9% | 145 | 0.0% | 0.02% | -5.9% |
| Q2 2022 | $17,000 | -5.6% | 145 | 0.0% | 0.02% | +30.8% |
| Q1 2022 | $18,000 | -71.4% | 145 | -70.7% | 0.01% | -68.3% |
| Q4 2021 | $63,000 | – | 495 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |