SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,073 filers reported holding SPDR SERIES TRUST in Q2 2024. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $296,091 | -21.8% | 2,328 | -19.3% | 0.17% | -25.0% |
| Q1 2024 | $378,634 | -37.0% | 2,885 | -40.0% | 0.22% | -41.4% |
| Q4 2023 | $600,851 | +5.6% | 4,808 | -2.8% | 0.38% | -5.2% |
| Q3 2023 | $568,767 | -7.0% | 4,945 | -0.9% | 0.40% | -6.1% |
| Q2 2023 | $611,443 | -0.5% | 4,988 | +0.5% | 0.43% | -4.0% |
| Q1 2023 | $614,236 | -0.7% | 4,965 | +0.4% | 0.45% | +7.5% |
| Q4 2022 | $618,667 | – | 4,945 | – | 0.42% | – |
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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% |