SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $333,000 | +49.3% | 3,600 | +29.0% | 0.05% | +17.9% |
Q1 2020 | $223,000 | -25.7% | 2,791 | 0.0% | 0.04% | -4.9% |
Q4 2019 | $300,000 | +4.9% | 2,791 | 0.0% | 0.04% | -2.4% |
Q3 2019 | $286,000 | -1.4% | 2,791 | -3.1% | 0.04% | -4.5% |
Q2 2019 | $290,000 | -24.7% | 2,879 | -25.8% | 0.04% | -25.4% |
Q1 2019 | $385,000 | +10.6% | 3,879 | 0.0% | 0.06% | -3.3% |
Q4 2018 | $348,000 | -8.4% | 3,879 | 0.0% | 0.06% | +8.9% |
Q3 2018 | $380,000 | +4.4% | 3,879 | -1.0% | 0.06% | 0.0% |
Q2 2018 | $364,000 | +32.4% | 3,920 | +30.2% | 0.06% | +24.4% |
Q1 2018 | $275,000 | -16.9% | 3,010 | -14.2% | 0.04% | -18.2% |
Q4 2017 | $331,000 | +3.1% | 3,510 | 0.0% | 0.06% | +1.9% |
Q3 2017 | $321,000 | +2.9% | 3,510 | 0.0% | 0.05% | 0.0% |
Q2 2017 | $312,000 | -0.3% | 3,510 | -1.3% | 0.05% | -6.9% |
Q1 2017 | $313,000 | +3.0% | 3,555 | 0.0% | 0.06% | -3.3% |
Q4 2016 | $304,000 | +1.3% | 3,555 | 0.0% | 0.06% | +9.1% |
Q3 2016 | $300,000 | +0.7% | 3,555 | 0.0% | 0.06% | -5.2% |
Q2 2016 | $298,000 | +22.1% | 3,555 | +16.4% | 0.06% | +20.8% |
Q1 2016 | $244,000 | +8.4% | 3,055 | 0.0% | 0.05% | +4.3% |
Q4 2015 | $225,000 | -23.2% | 3,055 | -24.7% | 0.05% | -28.1% |
Q3 2015 | $293,000 | -5.2% | 4,055 | 0.0% | 0.06% | -3.0% |
Q2 2015 | $309,000 | -2.5% | 4,055 | 0.0% | 0.07% | +1.5% |
Q1 2015 | $317,000 | -22.1% | 4,055 | -21.5% | 0.06% | -13.3% |
Q4 2014 | $407,000 | +4.9% | 5,165 | -0.3% | 0.08% | -3.8% |
Q3 2014 | $388,000 | -2.3% | 5,180 | 0.0% | 0.08% | -1.3% |
Q2 2014 | $397,000 | -59.4% | 5,180 | -61.0% | 0.08% | -58.6% |
Q1 2014 | $979,000 | +15.2% | 13,294 | +13.6% | 0.19% | +18.6% |
Q4 2013 | $850,000 | – | 11,705 | – | 0.16% | – |
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% |