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 2023 | $273,935 | -5.6% | 2,382 | +0.7% | 0.08% | -7.0% |
| Q2 2023 | $290,048 | -0.3% | 2,366 | +0.6% | 0.09% | -5.5% |
| Q1 2023 | $290,888 | -0.9% | 2,351 | +0.2% | 0.09% | -8.1% |
| Q4 2022 | $293,518 | +12.5% | 2,346 | +0.3% | 0.10% | +2.1% |
| Q3 2022 | $261,000 | +6.1% | 2,340 | +12.7% | 0.10% | +15.5% |
| Q2 2022 | $246,000 | -7.2% | 2,077 | +0.3% | 0.08% | +6.3% |
| Q1 2022 | $265,000 | 0.0% | 2,071 | +1.1% | 0.08% | +8.2% |
| Q4 2021 | $265,000 | +10.4% | 2,049 | +0.3% | 0.07% | +28.1% |
| Q3 2021 | $240,000 | -0.8% | 2,043 | +3.1% | 0.06% | +1.8% |
| Q2 2021 | $242,000 | – | 1,982 | – | 0.06% | – |
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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% |