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 | $608,978 | -5.6% | 5,295 | +0.7% | 0.24% | -10.0% |
| Q2 2023 | $644,771 | -2.8% | 5,260 | -1.9% | 0.27% | -0.7% |
| Q1 2023 | $663,086 | +0.7% | 5,360 | +1.8% | 0.27% | +3.4% |
| Q4 2022 | $658,454 | +19.1% | 5,263 | +6.2% | 0.26% | -13.8% |
| Q3 2022 | $552,795 | +12.5% | 4,958 | +19.7% | 0.30% | +11.3% |
| Q2 2022 | $491,531 | +6.9% | 4,141 | +15.3% | 0.27% | +35.0% |
| Q1 2022 | $459,889 | +3.3% | 3,590 | +4.1% | 0.20% | +20.1% |
| Q4 2021 | $445,257 | – | 3,448 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |