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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $713,752 | -6.2% | 6,206 | 0.0% | 0.05% | -8.0% |
| Q2 2023 | $760,731 | -0.9% | 6,206 | 0.0% | 0.05% | -3.8% |
| Q1 2023 | $767,744 | -1.1% | 6,206 | 0.0% | 0.05% | -1.9% |
| Q4 2022 | $776,433 | +148.1% | 6,206 | +121.2% | 0.05% | +120.8% |
| Q3 2022 | $313,000 | -15.2% | 2,806 | -9.7% | 0.02% | -11.1% |
| Q2 2022 | $369,000 | -11.5% | 3,106 | -4.6% | 0.03% | +3.8% |
| Q1 2022 | $417,000 | +13.0% | 3,256 | +14.0% | 0.03% | +13.0% |
| Q4 2021 | $369,000 | +9.8% | 2,856 | 0.0% | 0.02% | +4.5% |
| Q3 2021 | $336,000 | +14.3% | 2,856 | +18.7% | 0.02% | +15.8% |
| Q2 2021 | $294,000 | +3.5% | 2,406 | 0.0% | 0.02% | -9.5% |
| Q1 2021 | $284,000 | +11.4% | 2,406 | 0.0% | 0.02% | +5.0% |
| Q4 2020 | $255,000 | +14.9% | 2,406 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $222,000 | +1.4% | 2,406 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $219,000 | – | 2,406 | – | 0.02% | – |
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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% |