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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262 | -69.8% | 2,281 | -67.8% | 0.17% | -69.7% |
| Q2 2023 | $868 | +3.2% | 7,083 | +4.2% | 0.56% | +3.5% |
| Q1 2023 | $841 | -9.6% | 6,796 | -8.6% | 0.54% | +3.1% |
| Q4 2022 | $930 | -98.4% | 7,433 | +1098.9% | 0.52% | +542.0% |
| Q3 2020 | $57,000 | -46.7% | 620 | -47.1% | 0.08% | -29.6% |
| Q2 2020 | $107,000 | -15.7% | 1,172 | -26.1% | 0.12% | -41.3% |
| Q1 2020 | $127,000 | +225.6% | 1,585 | +340.3% | 0.20% | +429.7% |
| Q4 2019 | $39,000 | – | 360 | – | 0.04% | – |
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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% |