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 | $221,564 | +0.8% | 1,926 | +7.5% | 0.02% | +4.5% |
| Q2 2023 | $219,852 | -98.9% | 1,792 | -99.7% | 0.02% | -98.1% |
| Q1 2023 | $20,605,284 | +438.3% | 582,708 | +1804.6% | 1.15% | +571.9% |
| Q4 2022 | $3,827,732 | +52.7% | 30,595 | +36.1% | 0.17% | +15.5% |
| Q3 2022 | $2,507,000 | +811.6% | 22,481 | +885.6% | 0.15% | +516.7% |
| Q2 2022 | $275,000 | -82.0% | 2,281 | -80.9% | 0.02% | -72.1% |
| Q1 2022 | $1,527,000 | +323.0% | 11,920 | +325.9% | 0.09% | +177.4% |
| Q4 2021 | $361,000 | -97.1% | 2,799 | -97.3% | 0.03% | -96.9% |
| Q1 2021 | $12,345,000 | +159.1% | 104,595 | +132.6% | 0.99% | +124.3% |
| Q4 2020 | $4,764,000 | – | 44,971 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |