SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |