SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 556 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218 | +8.5% | 1,897 | +16.6% | 0.02% | +4.5% |
| Q1 2023 | $201 | +0.5% | 1,627 | +1.7% | 0.02% | 0.0% |
| Q4 2022 | $200 | -99.9% | 1,600 | -18.1% | 0.02% | +4.8% |
| Q4 2021 | $252,000 | +10.0% | 1,954 | +0.1% | 0.02% | +10.5% |
| Q3 2021 | $229,000 | -74.0% | 1,952 | -81.1% | 0.02% | -82.9% |
| Q4 2016 | $882,000 | +3.6% | 10,311 | +2.3% | 0.11% | -26.5% |
| Q3 2016 | $851,000 | -20.6% | 10,082 | -49.6% | 0.15% | +23.8% |
| Q2 2016 | $1,072,000 | +35.4% | 19,996 | +101.8% | 0.12% | -40.5% |
| Q1 2016 | $792,000 | – | 9,910 | – | 0.20% | – |
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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% |