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 | $2,493,041 | -7.7% | 20,609 | -0.8% | 0.03% | -3.7% |
| Q2 2023 | $2,701,879 | -7.7% | 20,769 | -6.5% | 0.03% | -10.0% |
| Q1 2023 | $2,926,831 | +4.7% | 22,214 | +6.9% | 0.03% | -3.2% |
| Q4 2022 | $2,795,634 | +8.5% | 20,777 | -1.2% | 0.03% | +6.9% |
| Q3 2022 | $2,576,445 | -8.8% | 21,040 | -5.5% | 0.03% | -9.4% |
| Q2 2022 | $2,826,115 | +5.8% | 22,254 | +10.3% | 0.03% | +23.1% |
| Q1 2022 | $2,672,371 | -0.2% | 20,167 | +0.8% | 0.03% | 0.0% |
| Q4 2021 | $2,677,436 | – | 19,999 | – | 0.03% | – |
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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% |