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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,868 | -6.2% | 3,842 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $470,952 | -0.9% | 3,842 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $475,294 | -1.1% | 3,842 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $480,673 | +7.5% | 3,842 | -4.2% | 0.01% | 0.0% |
| Q3 2022 | $447,000 | -6.1% | 4,010 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $476,000 | -20.1% | 4,010 | -13.8% | 0.01% | 0.0% |
| Q1 2022 | $596,000 | -35.8% | 4,650 | -35.4% | 0.01% | -30.8% |
| Q4 2021 | $929,000 | +70.1% | 7,197 | +55.0% | 0.01% | +62.5% |
| Q3 2021 | $546,000 | -3.9% | 4,642 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $568,000 | +3.6% | 4,642 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $548,000 | +11.6% | 4,642 | +0.1% | 0.01% | 0.0% |
| Q4 2020 | $491,000 | +14.5% | 4,639 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $429,000 | -33.9% | 4,639 | -34.8% | 0.01% | -42.9% |
| Q2 2020 | $649,000 | +10.0% | 7,114 | -3.7% | 0.01% | -6.7% |
| Q1 2020 | $590,000 | -29.1% | 7,389 | -4.5% | 0.02% | +25.0% |
| Q4 2019 | $832,000 | +1.0% | 7,739 | -3.6% | 0.01% | +9.1% |
| Q3 2019 | $824,000 | -5.9% | 8,029 | -7.5% | 0.01% | 0.0% |
| Q2 2019 | $876,000 | +0.2% | 8,684 | -1.3% | 0.01% | -8.3% |
| Q1 2019 | $874,000 | +7.4% | 8,794 | -3.3% | 0.01% | 0.0% |
| Q4 2018 | $814,000 | +28.8% | 9,094 | +41.0% | 0.01% | +50.0% |
| Q3 2018 | $632,000 | +5.7% | 6,449 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $598,000 | -1.3% | 6,449 | -3.0% | 0.01% | 0.0% |
| Q1 2018 | $606,000 | -18.1% | 6,649 | -15.1% | 0.01% | 0.0% |
| Q4 2017 | $740,000 | +2.4% | 7,834 | -1.0% | 0.01% | 0.0% |
| Q3 2017 | $723,000 | +3.0% | 7,911 | +0.1% | 0.01% | 0.0% |
| Q2 2017 | $702,000 | -2.9% | 7,901 | -3.7% | 0.01% | -11.1% |
| Q1 2017 | $723,000 | +3.0% | 8,201 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $702,000 | +10.4% | 8,201 | +8.8% | 0.01% | +12.5% |
| Q3 2016 | $636,000 | -52.1% | 7,536 | -52.4% | 0.01% | 0.0% |
| Q2 2016 | $1,328,000 | +110.1% | 15,820 | +100.0% | 0.01% | 0.0% |
| Q1 2016 | $632,000 | +8.6% | 7,910 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $582,000 | +1.9% | 7,910 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $571,000 | -10.1% | 7,910 | -5.1% | 0.01% | +14.3% |
| Q2 2015 | $635,000 | -36.8% | 8,335 | -35.1% | 0.01% | -41.7% |
| Q1 2015 | $1,004,000 | -1.3% | 12,835 | -0.6% | 0.01% | +9.1% |
| Q4 2014 | $1,017,000 | -4.7% | 12,910 | -7.4% | 0.01% | +10.0% |
| Q2 2014 | $1,067,000 | – | 13,935 | – | 0.01% | – |
Download | ||||||
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% |