SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,197,543 | -20.0% | 17,279 | -21.4% | 0.27% | -32.1% |
| Q4 2023 | $2,746,841 | -44.2% | 21,980 | -48.7% | 0.39% | -12.5% |
| Q3 2023 | $4,926,798 | -25.8% | 42,838 | -20.9% | 0.45% | -43.6% |
| Q2 2023 | $6,637,094 | -20.6% | 54,145 | -19.9% | 0.80% | -46.8% |
| Q1 2023 | $8,357,477 | +9.0% | 67,557 | +10.3% | 1.50% | -69.9% |
| Q4 2022 | $7,665,865 | – | 61,273 | – | 4.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,786,801 | $162,956,000 | 23.21% |
| Silversage Advisors | 150,528 | $16,278,000 | 16.89% |
| O'Dell Group, LLC | 252,282 | $23,008,000 | 12.06% |
| Jackson, Grant Investment Advisers, Inc. | 169,516 | $15,460,000 | 9.84% |
| Wolff Financial Management LLC | 166,915 | $15,223,000 | 9.68% |
| MARINO, STRAM & ASSOCIATES LLC | 172,376 | $15,755,000 | 9.38% |
| Hubbell Strickland Wealth Management, LLC | 100,001 | $9,120,000 | 7.67% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 100,854 | $9,198,000 | 6.29% |
| CRA Financial Services, LLC | 122,598 | $11,181,000 | 5.90% |
| TPG Financial Advisors, LLC | 69,723 | $6,359,000 | 5.70% |