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 | $80 | -16.7% | 692 | -11.5% | 0.05% | -14.8% |
Q2 2023 | $96 | +6.7% | 782 | +8.3% | 0.05% | -11.5% |
Q4 2022 | $90 | -99.9% | 722 | 0.0% | 0.06% | -1.6% |
Q3 2022 | $81,000 | -2.4% | 722 | +3.0% | 0.06% | +12.7% |
Q2 2022 | $83,000 | +48.2% | 701 | +59.0% | 0.06% | +77.4% |
Q1 2022 | $56,000 | +9.8% | 441 | +12.2% | 0.03% | +14.8% |
Q4 2021 | $51,000 | – | 393 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |