SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 749 filers reported holding SPDR SERIES TRUST in Q3 2019. The put-call ratio across all filers is 0.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,186 | -6.2% | 3,184 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $390,289 | -0.9% | 3,184 | -0.0% | 0.03% | -8.6% |
| Q1 2023 | $393,977 | +93038.8% | 3,185 | -5.9% | 0.04% | -7.9% |
| Q4 2022 | $423 | -99.9% | 3,385 | 0.0% | 0.04% | +5.6% |
| Q3 2022 | $377,000 | -6.2% | 3,385 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $402,000 | -7.4% | 3,385 | 0.0% | 0.04% | +9.4% |
| Q1 2022 | $434,000 | -0.7% | 3,385 | 0.0% | 0.03% | +6.7% |
| Q4 2021 | $437,000 | +38.3% | 3,385 | +26.1% | 0.03% | +25.0% |
| Q3 2021 | $316,000 | 0.0% | 2,685 | +3.9% | 0.02% | 0.0% |
| Q2 2021 | $316,000 | +3.6% | 2,585 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $305,000 | +11.3% | 2,585 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $274,000 | +14.6% | 2,585 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $239,000 | +1.3% | 2,585 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $236,000 | +14.6% | 2,585 | 0.0% | 0.03% | -3.7% |
| Q1 2020 | $206,000 | -29.9% | 2,585 | -5.5% | 0.03% | -10.0% |
| Q4 2019 | $294,000 | +4.6% | 2,735 | 0.0% | 0.03% | -3.2% |
| Q3 2019 | $281,000 | +1.8% | 2,735 | 0.0% | 0.03% | +3.3% |
| Q2 2019 | $276,000 | +1.5% | 2,735 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $272,000 | +11.9% | 2,735 | +0.9% | 0.03% | 0.0% |
| Q4 2018 | $243,000 | -8.3% | 2,710 | 0.0% | 0.03% | +15.4% |
| Q3 2018 | $265,000 | +12.8% | 2,710 | +6.9% | 0.03% | +8.3% |
| Q2 2018 | $235,000 | +1.7% | 2,535 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $231,000 | -38.4% | 2,535 | -36.1% | 0.02% | -36.8% |
| Q4 2017 | $375,000 | -24.8% | 3,966 | -27.4% | 0.04% | -28.3% |
| Q3 2017 | $499,000 | +5.5% | 5,466 | +2.8% | 0.05% | +1.9% |
| Q2 2017 | $473,000 | +0.9% | 5,316 | 0.0% | 0.05% | -3.7% |
| Q1 2017 | $469,000 | +34.4% | 5,316 | +30.1% | 0.05% | +25.6% |
| Q4 2016 | $349,000 | -8.6% | 4,085 | -9.8% | 0.04% | -12.2% |
| Q3 2016 | $382,000 | +0.5% | 4,531 | 0.0% | 0.05% | -7.5% |
| Q2 2016 | $380,000 | +84.5% | 4,531 | +61.8% | 0.05% | +89.3% |
| Q1 2014 | $206,000 | +1.5% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $203,000 | – | 2,800 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |