SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,224 | -63.5% | 3,597 | -59.5% | 0.19% | -54.5% |
| Q2 2023 | $1,101,156 | -4.5% | 8,889 | -5.4% | 0.43% | -12.5% |
| Q1 2023 | $1,152,540 | -24.3% | 9,392 | -21.9% | 0.49% | -31.7% |
| Q4 2022 | $1,521,953 | +46.2% | 12,022 | +28.7% | 0.71% | +0.7% |
| Q3 2022 | $1,041,000 | -2.0% | 9,340 | +4.4% | 0.71% | -8.6% |
| Q2 2022 | $1,062,000 | -0.5% | 8,944 | +7.3% | 0.78% | -7.1% |
| Q1 2022 | $1,067,000 | +171.5% | 8,332 | +173.7% | 0.83% | +167.3% |
| Q4 2021 | $393,000 | – | 3,044 | – | 0.31% | – |
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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% |