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 | $290,606 | -3.1% | 2,285 | 0.0% | 0.04% | -2.4% |
| Q1 2024 | $299,883 | +5.0% | 2,285 | 0.0% | 0.04% | -4.7% |
| Q4 2023 | $285,556 | +1.5% | 2,285 | -6.5% | 0.04% | +34.4% |
| Q3 2023 | $281,199 | -6.2% | 2,445 | 0.0% | 0.03% | -28.9% |
| Q2 2023 | $299,708 | -2.9% | 2,445 | -2.0% | 0.04% | -6.2% |
| Q1 2023 | $308,656 | -1.1% | 2,495 | 0.0% | 0.05% | +2.1% |
| Q4 2022 | $312,149 | +9.1% | 2,495 | -2.7% | 0.05% | +2.2% |
| Q3 2022 | $286,000 | – | 2,565 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |