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 | $1,844,530 | -6.1% | 16,038 | +0.1% | 0.24% | -2.0% |
| Q2 2023 | $1,964,099 | -0.9% | 16,023 | 0.0% | 0.24% | -6.5% |
| Q1 2023 | $1,982,205 | -2.3% | 16,023 | -1.2% | 0.26% | -8.1% |
| Q4 2022 | $2,029,660 | +12.2% | 16,223 | 0.0% | 0.28% | -2.7% |
| Q3 2022 | $1,809,000 | -6.1% | 16,223 | 0.0% | 0.29% | -2.3% |
| Q2 2022 | $1,926,000 | -7.3% | 16,223 | 0.0% | 0.30% | +3.1% |
| Q1 2022 | $2,078,000 | +1.7% | 16,223 | +2.5% | 0.29% | +0.7% |
| Q4 2021 | $2,043,000 | +9.8% | 15,823 | 0.0% | 0.29% | -0.3% |
| Q3 2021 | $1,860,000 | -3.9% | 15,823 | 0.0% | 0.29% | -4.6% |
| Q2 2021 | $1,935,000 | -3.0% | 15,823 | -6.3% | 0.30% | -6.2% |
| Q1 2021 | $1,994,000 | +11.5% | 16,893 | 0.0% | 0.32% | +1.2% |
| Q4 2020 | $1,789,000 | +0.6% | 16,893 | -12.2% | 0.32% | -4.8% |
| Q3 2020 | $1,779,000 | -1.1% | 19,248 | -2.4% | 0.34% | -8.2% |
| Q2 2020 | $1,799,000 | – | 19,723 | – | 0.37% | – |
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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% |