SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,073 filers reported holding SPDR SERIES TRUST in Q2 2024. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,835,308 | -1.6% | 38,019 | +1.5% | 3.80% | -10.2% |
| Q1 2024 | $4,915,096 | +8.4% | 37,451 | +3.2% | 4.23% | +0.2% |
| Q4 2023 | $4,533,709 | +13.8% | 36,278 | +4.7% | 4.22% | -1.2% |
| Q3 2023 | $3,984,979 | -5.0% | 34,649 | +1.2% | 4.27% | +5.5% |
| Q2 2023 | $4,195,914 | -0.1% | 34,229 | +0.8% | 4.05% | -2.0% |
| Q1 2023 | $4,201,956 | +111.2% | 33,967 | +90.4% | 4.13% | +42.8% |
| Q4 2022 | $1,989,170 | +0.0% | 17,840 | 0.0% | 2.89% | 0.0% |
| Q3 2022 | $1,989,000 | +44.1% | 17,840 | +53.1% | 2.89% | +46.3% |
| Q2 2022 | $1,380,000 | +56.1% | 11,652 | +69.1% | 1.98% | +79.7% |
| Q1 2022 | $884,000 | -0.7% | 6,892 | +0.0% | 1.10% | +25.5% |
| Q4 2021 | $890,000 | – | 6,891 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,786,801 | $162,956,000 | 23.21% |
| Silversage Advisors | 150,528 | $16,278,000 | 16.89% |
| O'Dell Group, LLC | 252,282 | $23,008,000 | 12.06% |
| Jackson, Grant Investment Advisers, Inc. | 169,516 | $15,460,000 | 9.84% |
| Wolff Financial Management LLC | 166,915 | $15,223,000 | 9.68% |
| MARINO, STRAM & ASSOCIATES LLC | 172,376 | $15,755,000 | 9.38% |
| Hubbell Strickland Wealth Management, LLC | 100,001 | $9,120,000 | 7.67% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 100,854 | $9,198,000 | 6.29% |
| CRA Financial Services, LLC | 122,598 | $11,181,000 | 5.90% |
| TPG Financial Advisors, LLC | 69,723 | $6,359,000 | 5.70% |