SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,912 | -33.1% | 234 | -28.7% | 0.02% | -33.3% |
| Q2 2023 | $40,206 | -62.5% | 328 | -62.2% | 0.03% | -65.5% |
| Q1 2023 | $107,257 | -1.1% | 867 | 0.0% | 0.09% | -8.4% |
| Q4 2022 | $108,470 | +11.8% | 867 | 0.0% | 0.10% | +4.4% |
| Q3 2022 | $97,000 | -5.8% | 867 | 0.0% | 0.09% | -4.2% |
| Q2 2022 | $103,000 | -7.2% | 867 | 0.0% | 0.10% | +8.0% |
| Q1 2022 | $111,000 | -0.9% | 867 | 0.0% | 0.09% | -3.3% |
| Q4 2021 | $112,000 | – | 867 | – | 0.09% | – |
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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% |