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 | $3,945,411 | -10.7% | 34,305 | -4.9% | 3.68% | -4.8% |
| Q2 2023 | $4,419,502 | -7.5% | 36,054 | -6.7% | 3.87% | -22.2% |
| Q1 2023 | $4,778,613 | -4.2% | 38,628 | -3.1% | 4.98% | -20.3% |
| Q4 2022 | $4,988,834 | +5.9% | 39,876 | -5.6% | 6.24% | -6.2% |
| Q3 2022 | $4,709,000 | -9.1% | 42,235 | -3.3% | 6.66% | +22.5% |
| Q2 2022 | $5,183,000 | -6.8% | 43,664 | +0.6% | 5.44% | +19.0% |
| Q1 2022 | $5,562,000 | – | 43,417 | – | 4.57% | – |
Download | ||||||
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% |