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 2022 | $390,000 | -6.0% | 3,500 | 0.0% | 0.03% | +3.1% |
| Q2 2022 | $415,000 | -29.2% | 3,500 | -35.8% | 0.03% | -44.8% |
| Q4 2019 | $586,000 | +9.7% | 5,450 | +4.8% | 0.06% | 0.0% |
| Q3 2019 | $534,000 | +1.7% | 5,200 | 0.0% | 0.06% | +3.6% |
| Q2 2019 | $525,000 | +1.5% | 5,200 | 0.0% | 0.06% | -1.8% |
| Q1 2019 | $517,000 | +10.9% | 5,200 | 0.0% | 0.06% | -6.6% |
| Q4 2018 | $466,000 | -11.1% | 5,200 | -2.8% | 0.06% | +3.4% |
| Q3 2018 | $524,000 | +8.7% | 5,350 | +2.9% | 0.06% | -1.7% |
| Q2 2018 | $482,000 | +1.7% | 5,200 | 0.0% | 0.06% | -3.2% |
| Q1 2018 | $474,000 | -1.7% | 5,200 | +2.0% | 0.06% | 0.0% |
| Q4 2017 | $482,000 | +14.8% | 5,100 | +10.9% | 0.06% | +10.7% |
| Q3 2017 | $420,000 | +2.7% | 4,600 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $409,000 | +1.0% | 4,600 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $405,000 | +8.9% | 4,600 | +5.7% | 0.06% | +55.6% |
| Q4 2016 | $372,000 | +6.6% | 4,350 | +5.2% | 0.04% | +24.1% |
| Q3 2016 | $349,000 | – | 4,134 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,793,913 | $158,116,000 | 31.02% |
| Spectrum Asset Management, Inc. (NB/CA) | 194,247 | $17,121,000 | 15.74% |
| Jackson, Grant Investment Advisers, Inc. | 193,372 | $17,044,000 | 13.67% |
| O'Dell Group, LLC | 161,388 | $14,225,000 | 12.61% |
| Stratford Consulting, LLC | 332,007 | $29,263,000 | 11.69% |
| Private Vista, LLC | 404,288 | $35,849,000 | 8.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 113,177 | $9,975,000 | 8.64% |
| Ruggie Capital Group | 125,166 | $10,990,000 | 8.19% |
| Threshold Group LLC | 76,034 | $6,702,000 | 6.46% |
| Capital Investment Advisors, LLC | 935,800 | $82,481,000 | 6.26% |