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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $275,000 | -6.8% | 3,013 | -18.6% | 0.03% | -17.9% |
| Q1 2020 | $295,000 | -44.2% | 3,700 | -24.8% | 0.04% | -29.1% |
| Q4 2019 | $529,000 | +3.3% | 4,918 | -1.5% | 0.06% | -6.8% |
| Q3 2019 | $512,000 | +42.2% | 4,992 | +39.8% | 0.06% | +47.5% |
| Q2 2019 | $360,000 | +26.3% | 3,570 | +24.6% | 0.04% | +21.2% |
| Q1 2019 | $285,000 | +9.6% | 2,865 | -1.5% | 0.03% | -2.9% |
| Q4 2018 | $260,000 | +21.5% | 2,908 | +6.2% | 0.03% | -64.6% |
| Q1 2015 | $214,000 | -8.5% | 2,737 | -7.9% | 0.10% | -25.0% |
| Q4 2014 | $234,000 | +8.8% | 2,972 | +3.6% | 0.13% | +5.8% |
| Q3 2014 | $215,000 | -2.3% | 2,870 | 0.0% | 0.12% | -1.6% |
| Q2 2014 | $220,000 | +4.3% | 2,870 | 0.0% | 0.12% | -5.4% |
| Q1 2014 | $211,000 | +1.4% | 2,870 | 0.0% | 0.13% | -4.4% |
| Q4 2013 | $208,000 | -1.0% | 2,870 | -5.7% | 0.14% | -1.4% |
| Q3 2013 | $210,000 | +4.0% | 3,045 | 0.0% | 0.14% | -9.2% |
| Q2 2013 | $202,000 | – | 3,045 | – | 0.15% | – |
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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% |