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 | $591,956 | -9.1% | 5,147 | -3.1% | 0.21% | -5.8% |
| Q2 2023 | $651,145 | -0.9% | 5,312 | 0.0% | 0.22% | -6.7% |
| Q1 2023 | $657,148 | -1.1% | 5,312 | 0.0% | 0.24% | -5.5% |
| Q4 2022 | $664,584 | +7.9% | 5,312 | -3.9% | 0.25% | +5.0% |
| Q3 2022 | $616,000 | -15.2% | 5,527 | -9.6% | 0.24% | -16.6% |
| Q2 2022 | $726,000 | -38.4% | 6,117 | -33.6% | 0.29% | -25.3% |
| Q1 2022 | $1,179,000 | -1.6% | 9,206 | -0.8% | 0.39% | -6.1% |
| Q4 2021 | $1,198,000 | – | 9,277 | – | 0.41% | – |
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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% |