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 | $1,032,823 | -6.1% | 8,980 | +0.0% | 0.34% | -5.8% |
| Q2 2023 | $1,100,295 | -0.7% | 8,976 | +0.3% | 0.36% | -9.9% |
| Q1 2023 | $1,107,586 | -0.9% | 8,953 | +0.2% | 0.40% | -12.7% |
| Q4 2022 | $1,117,649 | +12.6% | 8,933 | +0.3% | 0.46% | -6.8% |
| Q3 2022 | $993,000 | -5.7% | 8,902 | +0.3% | 0.50% | +1.2% |
| Q2 2022 | $1,053,000 | -7.4% | 8,874 | +0.0% | 0.49% | -9.2% |
| Q1 2022 | $1,137,000 | -20.6% | 8,873 | -20.0% | 0.54% | -31.5% |
| Q4 2021 | $1,432,000 | – | 11,091 | – | 0.79% | – |
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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% |