SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 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 | 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% |