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 | $334 | -12.1% | 2,904 | -6.3% | 0.24% | -8.3% |
| Q2 2023 | $380 | -0.8% | 3,099 | +0.2% | 0.27% | -8.9% |
| Q1 2023 | $383 | -0.8% | 3,093 | +0.2% | 0.29% | -4.6% |
| Q4 2022 | $386 | -99.9% | 3,088 | +32.4% | 0.31% | +34.8% |
| Q3 2022 | $260,000 | +28.7% | 2,333 | +37.2% | 0.23% | +32.7% |
| Q2 2022 | $202,000 | -7.3% | 1,700 | 0.0% | 0.17% | +14.0% |
| Q1 2022 | $218,000 | -0.9% | 1,700 | 0.0% | 0.15% | +2.0% |
| Q4 2021 | $220,000 | – | 1,700 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |