SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $253,653 | -2.5% | 1,994 | +0.6% | 0.18% | -9.8% |
| Q1 2024 | $260,117 | +5.5% | 1,982 | +0.5% | 0.20% | -3.8% |
| Q4 2023 | $246,466 | +9.5% | 1,972 | +0.8% | 0.21% | 0.0% |
| Q3 2023 | $225,183 | -5.6% | 1,957 | +0.6% | 0.21% | -2.7% |
| Q2 2023 | $238,539 | -0.3% | 1,945 | +0.6% | 0.22% | -11.3% |
| Q1 2023 | $239,255 | -50.6% | 1,934 | -50.0% | 0.25% | -11.8% |
| Q4 2022 | $483,924 | – | 3,868 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |