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 | $501,675 | +289.8% | 4,362 | +315.4% | 0.01% | +300.0% |
| Q2 2023 | $128,709 | -0.9% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $129,896 | -1.1% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $131,366 | +12.3% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $117,000 | +31.5% | 1,050 | +40.0% | 0.00% | +50.0% |
| Q2 2022 | $89,000 | -7.3% | 750 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $96,000 | -1.0% | 750 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $97,000 | +10.2% | 750 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $88,000 | -4.3% | 750 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $92,000 | -87.8% | 750 | -88.3% | 0.00% | -90.0% |
| Q1 2021 | $756,000 | +11.3% | 6,409 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $679,000 | +14.7% | 6,409 | 0.0% | 0.02% | +5.6% |
| Q3 2020 | $592,000 | +770.6% | 6,409 | +754.5% | 0.02% | +800.0% |
| Q2 2020 | $68,000 | -8.1% | 750 | +9.5% | 0.00% | 0.0% |
| Q4 2019 | $74,000 | +5.7% | 685 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $70,000 | +1.4% | 685 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $69,000 | – | 685 | – | 0.00% | – |
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% |