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 | $391,517 | -30.6% | 3,404 | -26.1% | 0.24% | -27.5% |
| Q2 2023 | $564,383 | +53.9% | 4,604 | +55.3% | 0.33% | +35.7% |
| Q1 2023 | $366,702 | -37.0% | 2,964 | -36.3% | 0.24% | -48.6% |
| Q4 2022 | $582,287 | +49.3% | 4,654 | +33.0% | 0.48% | -6.7% |
| Q3 2022 | $390,000 | -6.0% | 3,498 | 0.0% | 0.51% | -6.6% |
| Q2 2022 | $415,000 | -7.4% | 3,498 | 0.0% | 0.54% | +6.4% |
| Q1 2022 | $448,000 | -26.2% | 3,498 | -25.5% | 0.51% | -25.4% |
| Q4 2021 | $607,000 | – | 4,698 | – | 0.69% | – |
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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% |