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 | $590,642 | -6.1% | 5,136 | +0.1% | 0.21% | -6.7% |
Q2 2023 | $628,877 | -0.5% | 5,130 | +0.4% | 0.22% | -5.5% |
Q1 2023 | $631,921 | +0.2% | 5,108 | +1.3% | 0.24% | -11.3% |
Q4 2022 | $630,494 | -8.0% | 5,040 | -17.9% | 0.27% | -24.4% |
Q3 2022 | $685,000 | -9.7% | 6,140 | -4.0% | 0.35% | -11.6% |
Q2 2022 | $759,000 | -23.7% | 6,394 | -17.6% | 0.40% | -18.1% |
Q1 2022 | $995,000 | -1.7% | 7,763 | -0.9% | 0.49% | +1.2% |
Q4 2021 | $1,012,000 | – | 7,835 | – | 0.48% | – |
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% |