SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,598 | -6.2% | 4,257 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $521,823 | -0.9% | 4,257 | 0.0% | 0.03% | -6.9% |
| Q1 2023 | $526,633 | -1.1% | 4,257 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $532,593 | +12.1% | 4,257 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $475,000 | -5.9% | 4,257 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $505,000 | -0.4% | 4,257 | +7.6% | 0.03% | +11.1% |
| Q1 2022 | $507,000 | -8.6% | 3,957 | -8.0% | 0.03% | -3.6% |
| Q4 2021 | $555,000 | +9.7% | 4,302 | 0.0% | 0.03% | -3.4% |
| Q3 2021 | $506,000 | -3.8% | 4,302 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $526,000 | +4.0% | 4,302 | +0.3% | 0.03% | -3.2% |
| Q1 2021 | $506,000 | +11.5% | 4,288 | +0.1% | 0.03% | 0.0% |
| Q4 2020 | $454,000 | -86.4% | 4,284 | -87.9% | 0.03% | -88.3% |
| Q4 2017 | $3,339,000 | +3.4% | 35,345 | -0.0% | 0.26% | +4.8% |
| Q3 2017 | $3,228,000 | +2.5% | 35,346 | -0.2% | 0.25% | 0.0% |
| Q2 2017 | $3,149,000 | +5.1% | 35,422 | +4.2% | 0.25% | +2.4% |
| Q1 2017 | $2,997,000 | – | 34,000 | – | 0.25% | – |
Download | ||||||
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% |