SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,073 filers reported holding SPDR SERIES TRUST in Q2 2024. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $247,000 | +8.8% | 1,916 | -1.0% | 0.11% | +5.8% |
| Q3 2021 | $227,000 | -4.2% | 1,935 | +0.1% | 0.10% | -7.2% |
| Q2 2021 | $237,000 | +3.9% | 1,934 | +0.1% | 0.11% | -4.3% |
| Q1 2021 | $228,000 | +11.8% | 1,933 | +0.1% | 0.12% | -4.9% |
| Q4 2020 | $204,000 | -7.7% | 1,932 | -6.1% | 0.12% | -21.3% |
| Q4 2018 | $221,000 | – | 2,058 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,786,801 | $162,956,000 | 23.21% |
| Silversage Advisors | 150,528 | $16,278,000 | 16.89% |
| O'Dell Group, LLC | 252,282 | $23,008,000 | 12.06% |
| Jackson, Grant Investment Advisers, Inc. | 169,516 | $15,460,000 | 9.84% |
| Wolff Financial Management LLC | 166,915 | $15,223,000 | 9.68% |
| MARINO, STRAM & ASSOCIATES LLC | 172,376 | $15,755,000 | 9.38% |
| Hubbell Strickland Wealth Management, LLC | 100,001 | $9,120,000 | 7.67% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 100,854 | $9,198,000 | 6.29% |
| CRA Financial Services, LLC | 122,598 | $11,181,000 | 5.90% |
| TPG Financial Advisors, LLC | 69,723 | $6,359,000 | 5.70% |