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 | $692,821 | -6.2% | 6,024 | 0.0% | 0.05% | -1.8% |
| Q2 2023 | $738,422 | -0.9% | 6,024 | 0.0% | 0.06% | -5.2% |
| Q1 2023 | $745,230 | -1.1% | 6,024 | 0.0% | 0.06% | -3.3% |
| Q4 2022 | $753,663 | +12.2% | 6,024 | 0.0% | 0.06% | +3.4% |
| Q3 2022 | $672,000 | -6.0% | 6,024 | 0.0% | 0.06% | +3.6% |
| Q2 2022 | $715,000 | +3.3% | 6,024 | +11.5% | 0.06% | +16.7% |
| Q1 2022 | $692,000 | -0.9% | 5,405 | 0.0% | 0.05% | +4.3% |
| Q4 2021 | $698,000 | +9.9% | 5,405 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $635,000 | -3.9% | 5,405 | 0.0% | 0.04% | -6.2% |
| Q2 2021 | $661,000 | +3.6% | 5,405 | 0.0% | 0.05% | -4.0% |
| Q1 2021 | $638,000 | +14.5% | 5,405 | +2.9% | 0.05% | +6.4% |
| Q4 2020 | $557,000 | +14.6% | 5,255 | 0.0% | 0.05% | +4.4% |
| Q3 2020 | $486,000 | +1.5% | 5,255 | 0.0% | 0.04% | -8.2% |
| Q2 2020 | $479,000 | +14.0% | 5,255 | 0.0% | 0.05% | -2.0% |
| Q1 2020 | $420,000 | -21.2% | 5,255 | +6.1% | 0.05% | -3.8% |
| Q4 2019 | $533,000 | +4.9% | 4,955 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $508,000 | +1.6% | 4,955 | 0.0% | 0.05% | +1.9% |
| Q2 2019 | $500,000 | +1.4% | 4,955 | 0.0% | 0.05% | -5.5% |
| Q1 2019 | $493,000 | +11.0% | 4,955 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $444,000 | -8.5% | 4,955 | 0.0% | 0.06% | +5.8% |
| Q3 2018 | $485,000 | +5.7% | 4,955 | 0.0% | 0.05% | -1.9% |
| Q2 2018 | $459,000 | +1.5% | 4,955 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $452,000 | -3.4% | 4,955 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $468,000 | +3.3% | 4,955 | 0.0% | 0.05% | -3.6% |
| Q3 2017 | $453,000 | -12.2% | 4,955 | -14.6% | 0.06% | -11.3% |
| Q2 2017 | $516,000 | +2.8% | 5,800 | +1.8% | 0.06% | +1.6% |
| Q1 2017 | $502,000 | +2.9% | 5,700 | 0.0% | 0.06% | -3.2% |
| Q4 2016 | $488,000 | +1.5% | 5,700 | 0.0% | 0.06% | +3.3% |
| Q3 2016 | $481,000 | +0.6% | 5,700 | 0.0% | 0.06% | -4.7% |
| Q2 2016 | $478,000 | +20.7% | 5,700 | +15.0% | 0.06% | +16.4% |
| Q1 2016 | $396,000 | +8.8% | 4,955 | 0.0% | 0.06% | +7.8% |
| Q4 2015 | $364,000 | +0.6% | 4,955 | -1.5% | 0.05% | -3.8% |
| Q3 2015 | $362,000 | -5.5% | 5,030 | 0.0% | 0.05% | +3.9% |
| Q2 2015 | $383,000 | – | 5,030 | – | 0.05% | – |
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% |