SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,099,615 | +370.6% | 96,510 | +401.6% | 0.01% | +500.0% |
| Q2 2023 | $2,358,562 | +166230.2% | 19,241 | +67.8% | 0.00% | 0.0% |
| Q1 2023 | $1,418 | -99.9% | 11,464 | -32.8% | 0.00% | 0.0% |
| Q3 2022 | $1,902,000 | +579.3% | 17,055 | +615.1% | 0.00% | – |
| Q3 2021 | $280,000 | -48.3% | 2,385 | -48.0% | 0.00% | – |
| Q1 2021 | $542,000 | -75.6% | 4,589 | -78.1% | 0.00% | -100.0% |
| Q4 2020 | $2,219,000 | +123.2% | 20,950 | +94.7% | 0.00% | +100.0% |
| Q3 2020 | $994,000 | -32.2% | 10,758 | -21.1% | 0.00% | -50.0% |
| Q4 2019 | $1,466,000 | -34.9% | 13,630 | -37.9% | 0.00% | -50.0% |
| Q3 2019 | $2,251,000 | +205.8% | 21,942 | +200.9% | 0.00% | +300.0% |
| Q2 2019 | $736,000 | -44.5% | 7,292 | -49.0% | 0.00% | -50.0% |
| Q2 2018 | $1,325,000 | +55.0% | 14,294 | +52.4% | 0.00% | +100.0% |
| Q1 2018 | $855,000 | +11.3% | 9,378 | +15.4% | 0.00% | 0.0% |
| Q4 2017 | $768,000 | -74.8% | 8,125 | -75.7% | 0.00% | -80.0% |
| Q3 2017 | $3,053,000 | +55.5% | 33,428 | +51.3% | 0.01% | +25.0% |
| Q2 2017 | $1,963,000 | +270.4% | 22,088 | +267.3% | 0.00% | +300.0% |
| Q1 2017 | $530,000 | -39.8% | 6,013 | -48.0% | 0.00% | -50.0% |
| Q2 2015 | $881,000 | -28.0% | 11,554 | -26.1% | 0.00% | 0.0% |
| Q1 2015 | $1,223,000 | +184.4% | 15,638 | +186.8% | 0.00% | +100.0% |
| Q4 2014 | $430,000 | -15.0% | 5,453 | -19.2% | 0.00% | 0.0% |
| Q3 2014 | $506,000 | -41.1% | 6,750 | -39.8% | 0.00% | -50.0% |
| Q2 2014 | $859,000 | – | 11,220 | – | 0.00% | – |
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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% |