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 | $219,745 | -6.1% | 1,911 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $234,115 | -0.9% | 1,910 | +0.1% | 0.02% | -7.4% |
| Q1 2023 | $236,178 | -1.1% | 1,909 | +0.1% | 0.03% | -6.9% |
| Q4 2022 | $238,765 | +12.1% | 1,908 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $213,000 | -5.8% | 1,908 | +0.1% | 0.03% | 0.0% |
| Q2 2022 | $226,000 | -7.4% | 1,907 | +0.1% | 0.03% | +11.5% |
| Q1 2022 | $244,000 | -6.9% | 1,906 | -6.2% | 0.03% | -3.7% |
| Q4 2021 | $262,000 | +9.6% | 2,031 | +0.0% | 0.03% | 0.0% |
| Q3 2021 | $239,000 | -3.6% | 2,030 | +0.0% | 0.03% | -3.6% |
| Q2 2021 | $248,000 | +3.8% | 2,029 | +0.0% | 0.03% | -3.4% |
| Q1 2021 | $239,000 | +16.6% | 2,028 | +4.7% | 0.03% | +11.5% |
| Q4 2020 | $205,000 | +15.8% | 1,937 | +0.1% | 0.03% | 0.0% |
| Q2 2020 | $177,000 | -31.1% | 1,936 | -18.8% | 0.03% | -27.8% |
| Q4 2019 | $257,000 | +4.9% | 2,385 | +0.0% | 0.04% | -2.7% |
| Q3 2019 | $245,000 | +12.4% | 2,384 | +9.0% | 0.04% | -14.0% |
| Q1 2019 | $218,000 | +1.9% | 2,188 | 0.0% | 0.04% | +2.4% |
| Q3 2018 | $214,000 | +5.4% | 2,188 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $203,000 | -1.9% | 2,188 | 0.0% | 0.04% | -2.3% |
| Q4 2017 | $207,000 | -15.5% | 2,188 | -18.6% | 0.04% | -21.4% |
| Q3 2017 | $245,000 | +2.5% | 2,688 | 0.0% | 0.06% | -1.8% |
| Q2 2017 | $239,000 | +0.8% | 2,688 | 0.0% | 0.06% | -1.7% |
| Q1 2017 | $237,000 | +3.0% | 2,688 | 0.0% | 0.06% | -1.7% |
| Q4 2016 | $230,000 | +1.3% | 2,688 | 0.0% | 0.06% | -3.3% |
| Q3 2016 | $227,000 | +0.4% | 2,688 | 0.0% | 0.06% | -4.7% |
| Q2 2016 | $226,000 | -11.0% | 2,688 | -23.2% | 0.06% | -28.9% |
| Q4 2013 | $254,000 | +5.4% | 3,500 | 0.0% | 0.09% | -5.3% |
| Q3 2013 | $241,000 | -48.1% | 3,500 | -50.0% | 0.10% | -4.0% |
| Q2 2013 | $464,000 | – | 7,000 | – | 0.10% | – |
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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% |