SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $25 | -100.0% | 200 | -97.6% | 0.00% | – |
| Q3 2021 | $996,000 | -73.0% | 8,475 | -71.9% | 0.00% | -100.0% |
| Q2 2021 | $3,692,000 | +3.0% | 30,190 | -0.6% | 0.00% | 0.0% |
| Q1 2021 | $3,586,000 | +3251.4% | 30,379 | +2731.2% | 0.00% | – |
| Q1 2019 | $107,000 | -67.1% | 1,073 | -70.5% | 0.00% | – |
| Q4 2018 | $325,000 | – | 3,634 | +363300.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -99.9% | 0.00% | – |
| Q2 2018 | $87,000 | -10.3% | 941 | -11.9% | 0.00% | – |
| Q1 2018 | $97,000 | +1516.7% | 1,068 | +1470.6% | 0.00% | – |
| Q4 2017 | $6,000 | -98.6% | 68 | -98.6% | 0.00% | – |
| Q3 2017 | $443,000 | -42.2% | 4,856 | -43.7% | 0.00% | -100.0% |
| Q2 2017 | $766,000 | +7.0% | 8,620 | +6.2% | 0.00% | 0.0% |
| Q1 2017 | $716,000 | -12.1% | 8,120 | -14.7% | 0.00% | 0.0% |
| Q4 2016 | $815,000 | +1.5% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $803,000 | +0.5% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $799,000 | +6.2% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $752,000 | +23.9% | 9,520 | +14.4% | 0.00% | 0.0% |
| Q4 2015 | $607,000 | -93.0% | 8,320 | -93.1% | 0.00% | -90.0% |
| Q3 2015 | $8,641,000 | -4.5% | 120,028 | +0.9% | 0.01% | 0.0% |
| Q2 2015 | $9,047,000 | -6.3% | 118,916 | -3.7% | 0.01% | -9.1% |
| Q1 2015 | $9,655,000 | +13.2% | 123,543 | +13.2% | 0.01% | +37.5% |
| Q4 2014 | $8,529,000 | +19.6% | 109,135 | +13.5% | 0.01% | +14.3% |
| Q3 2014 | $7,129,000 | -5.4% | 96,166 | -2.9% | 0.01% | -12.5% |
| Q2 2014 | $7,533,000 | +13.4% | 99,065 | +8.8% | 0.01% | 0.0% |
| Q1 2014 | $6,645,000 | -6.2% | 91,078 | -7.5% | 0.01% | +14.3% |
| Q4 2013 | $7,084,000 | +8.4% | 98,412 | +2.3% | 0.01% | -12.5% |
| Q3 2013 | $6,538,000 | -20.5% | 96,161 | -22.5% | 0.01% | -20.0% |
| Q2 2013 | $8,224,000 | – | 124,042 | – | 0.01% | – |
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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% |