SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $645,781 | +128.6% | 5,615 | +143.6% | 0.01% | +120.0% |
| Q2 2023 | $282,547 | -0.9% | 2,305 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $285,152 | -1.1% | 2,305 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $288,379 | +12.2% | 2,305 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $257,000 | +10.8% | 2,305 | +18.1% | 0.01% | +20.0% |
| Q2 2022 | $232,000 | -7.2% | 1,952 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $250,000 | -4.6% | 1,952 | -3.9% | 0.01% | 0.0% |
| Q4 2021 | $262,000 | +14.4% | 2,031 | +4.0% | 0.01% | 0.0% |
| Q3 2021 | $229,000 | -10.2% | 1,952 | -6.4% | 0.01% | 0.0% |
| Q2 2021 | $255,000 | +28.1% | 2,086 | +23.8% | 0.01% | +25.0% |
| Q1 2021 | $199,000 | +11.8% | 1,685 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $178,000 | +14.1% | 1,685 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $156,000 | +1.3% | 1,685 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $154,000 | -12.5% | 1,685 | -23.7% | 0.00% | -33.3% |
| Q1 2020 | $176,000 | -38.7% | 2,207 | -17.3% | 0.01% | -25.0% |
| Q4 2019 | $287,000 | -16.8% | 2,670 | -20.7% | 0.01% | -20.0% |
| Q3 2019 | $345,000 | +44.4% | 3,366 | +41.8% | 0.01% | +42.9% |
| Q2 2019 | $239,000 | +1.3% | 2,373 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $236,000 | – | 2,373 | – | 0.01% | – |
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% |