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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $324,421 | -2.6% | 2,647 | -1.7% | 0.15% | -1.9% |
Q1 2023 | $332,970 | -39.1% | 2,692 | -38.4% | 0.15% | -27.4% |
Q4 2022 | $547,033 | +124.2% | 4,372 | +99.3% | 0.21% | +51.4% |
Q3 2022 | $244,000 | -5.4% | 2,194 | +0.6% | 0.14% | -2.1% |
Q2 2022 | $258,000 | -49.3% | 2,180 | -45.2% | 0.14% | -5.3% |
Q1 2022 | $509,000 | +9.0% | 3,976 | +9.8% | 0.15% | +20.8% |
Q4 2021 | $467,000 | +32.7% | 3,622 | +21.0% | 0.12% | +62.3% |
Q3 2021 | $352,000 | -11.6% | 2,994 | -7.8% | 0.08% | +1.3% |
Q2 2021 | $398,000 | +3.4% | 3,247 | -0.4% | 0.08% | +1.3% |
Q1 2021 | $385,000 | +15.6% | 3,260 | +3.8% | 0.08% | +27.1% |
Q4 2020 | $333,000 | -5.9% | 3,142 | -18.0% | 0.06% | -19.2% |
Q3 2020 | $354,000 | +5.4% | 3,834 | +4.0% | 0.07% | 0.0% |
Q2 2020 | $336,000 | +16.3% | 3,687 | +1.9% | 0.07% | +1.4% |
Q1 2020 | $289,000 | -31.5% | 3,620 | -7.8% | 0.07% | -15.3% |
Q4 2019 | $422,000 | +24.5% | 3,926 | +19.0% | 0.08% | +13.3% |
Q3 2019 | $339,000 | +62.2% | 3,300 | +59.1% | 0.08% | +27.1% |
Q2 2019 | $209,000 | +2.0% | 2,074 | -9.5% | 0.06% | -21.3% |
Q4 2018 | $205,000 | -11.3% | 2,291 | -2.9% | 0.08% | +10.3% |
Q3 2018 | $231,000 | -4.5% | 2,360 | -5.6% | 0.07% | -2.9% |
Q2 2018 | $242,000 | +3.4% | 2,499 | -2.7% | 0.07% | +2.9% |
Q1 2018 | $234,000 | -2.1% | 2,568 | +3.7% | 0.07% | +13.3% |
Q4 2017 | $239,000 | – | 2,476 | – | 0.06% | – |
Download |
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% |