SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,412 | -13.0% | 4,238 | -7.2% | 0.06% | -11.1% |
| Q2 2023 | $559,945 | +92914.1% | 4,568 | -6.2% | 0.07% | -10.0% |
| Q1 2023 | $602 | -16.7% | 4,868 | -15.8% | 0.08% | -20.8% |
| Q4 2022 | $723 | -99.9% | 5,779 | +16.2% | 0.10% | +27.8% |
| Q3 2022 | $555,000 | -12.9% | 4,975 | -7.3% | 0.08% | -7.1% |
| Q2 2022 | $637,000 | +40.6% | 5,369 | +51.8% | 0.08% | +77.1% |
| Q1 2022 | $453,000 | -1.5% | 3,538 | -0.7% | 0.05% | +14.3% |
| Q4 2021 | $460,000 | +9.8% | 3,563 | 0.0% | 0.04% | +7.7% |
| Q3 2021 | $419,000 | -3.9% | 3,563 | 0.0% | 0.04% | +5.4% |
| Q2 2021 | $436,000 | +1.2% | 3,563 | -2.3% | 0.04% | -5.1% |
| Q1 2021 | $431,000 | +1.2% | 3,648 | -9.2% | 0.04% | +2.6% |
| Q4 2020 | $426,000 | +7.3% | 4,018 | -6.4% | 0.04% | +2.7% |
| Q3 2020 | $397,000 | -73.9% | 4,293 | -74.2% | 0.04% | -73.9% |
| Q2 2020 | $1,519,000 | +7.0% | 16,657 | -6.4% | 0.14% | -3.4% |
| Q1 2020 | $1,420,000 | -50.4% | 17,787 | -33.2% | 0.15% | -26.5% |
| Q4 2019 | $2,864,000 | -17.7% | 26,629 | -21.5% | 0.20% | -20.9% |
| Q3 2019 | $3,481,000 | +274.3% | 33,924 | +268.1% | 0.25% | +277.6% |
| Q2 2019 | $930,000 | – | 9,215 | – | 0.07% | – |
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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% |