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 | $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 | 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% |