SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $655 | -38.4% | 5,295 | -37.7% | 0.06% | -40.0% |
Q4 2022 | $1,063 | -99.9% | 8,495 | +18.0% | 0.10% | +17.6% |
Q3 2022 | $803,000 | -6.1% | 7,200 | 0.0% | 0.08% | -1.2% |
Q2 2022 | $855,000 | -7.3% | 7,200 | 0.0% | 0.09% | +8.9% |
Q1 2022 | $922,000 | -0.9% | 7,200 | 0.0% | 0.08% | -1.2% |
Q4 2021 | $930,000 | +9.9% | 7,200 | 0.0% | 0.08% | +2.6% |
Q3 2021 | $846,000 | -3.9% | 7,200 | 0.0% | 0.08% | -2.5% |
Q2 2021 | $880,000 | +3.5% | 7,200 | 0.0% | 0.08% | -2.4% |
Q1 2021 | $850,000 | – | 7,200 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |