SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $207,641 | +1.9% | 1,569 | 0.0% | 0.14% | -4.0% |
| Q1 2024 | $203,813 | -29.9% | 1,569 | -32.5% | 0.15% | -36.0% |
| Q4 2023 | $290,636 | +9.8% | 2,326 | -0.1% | 0.24% | +0.4% |
| Q3 2023 | $264,793 | -13.4% | 2,328 | -6.4% | 0.24% | +2.2% |
| Q2 2023 | $305,890 | -70.1% | 2,487 | -78.4% | 0.23% | -75.7% |
| Q1 2023 | $1,023,298 | +161.0% | 11,512 | +267.3% | 0.94% | +156.1% |
| Q4 2022 | $392,126 | +6.8% | 3,134 | -4.8% | 0.37% | +6.6% |
| Q3 2022 | $367,000 | -4.2% | 3,293 | +2.0% | 0.35% | +3.9% |
| Q2 2022 | $383,000 | -8.8% | 3,227 | -1.6% | 0.33% | +12.9% |
| Q1 2022 | $420,000 | -46.6% | 3,279 | -46.2% | 0.30% | -46.7% |
| Q4 2021 | $787,000 | – | 6,093 | – | 0.55% | – |
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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% |