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 | $1,141,014 | -6.7% | 9,921 | -0.6% | 1.16% | -2.6% |
| Q2 2023 | $1,223,471 | +1.0% | 9,981 | +1.9% | 1.20% | -1.1% |
| Q1 2023 | $1,211,245 | -0.7% | 9,791 | +0.5% | 1.21% | -1.5% |
| Q4 2022 | $1,219,447 | +10.9% | 9,747 | -1.2% | 1.23% | +1.6% |
| Q3 2022 | $1,100,000 | -7.1% | 9,867 | -1.1% | 1.21% | +1.1% |
| Q2 2022 | $1,184,000 | -10.1% | 9,977 | -2.9% | 1.19% | +1.5% |
| Q1 2022 | $1,317,000 | -2.7% | 10,277 | -2.0% | 1.18% | -0.7% |
| Q4 2021 | $1,354,000 | – | 10,487 | – | 1.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |