SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 866 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216 | -0.9% | 1,765 | 0.0% | 0.03% | -3.3% |
| Q1 2023 | $218 | -6.4% | 1,765 | -5.4% | 0.03% | -11.8% |
| Q4 2022 | $233 | -99.9% | 1,865 | 0.0% | 0.03% | +6.2% |
| Q3 2022 | $208,000 | -5.9% | 1,865 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $221,000 | -7.5% | 1,865 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $239,000 | -0.8% | 1,865 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $241,000 | +11.1% | 1,865 | +1.1% | 0.03% | -3.0% |
| Q3 2021 | $217,000 | -4.0% | 1,845 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $226,000 | +3.7% | 1,845 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $218,000 | +8.5% | 1,845 | -1.3% | 0.04% | -12.5% |
| Q4 2019 | $201,000 | -1.0% | 1,870 | -5.5% | 0.04% | -7.0% |
| Q3 2019 | $203,000 | -84.8% | 1,978 | -88.6% | 0.04% | -90.0% |
| Q3 2016 | $1,334,000 | -4.1% | 17,420 | -1.3% | 0.43% | -7.1% |
| Q4 2014 | $1,391,000 | +10.2% | 17,655 | +4.8% | 0.46% | +11.6% |
| Q3 2014 | $1,262,000 | -5.4% | 16,840 | -3.3% | 0.42% | -3.5% |
| Q2 2014 | $1,334,000 | +3.1% | 17,420 | -1.0% | 0.43% | -4.9% |
| Q1 2014 | $1,294,000 | +0.3% | 17,590 | -1.0% | 0.45% | -1.3% |
| Q4 2013 | $1,290,000 | +2.1% | 17,770 | -3.0% | 0.46% | -3.6% |
| Q3 2013 | $1,263,000 | -0.8% | 18,320 | -4.6% | 0.48% | -6.3% |
| Q2 2013 | $1,273,000 | – | 19,195 | – | 0.51% | – |
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% |