SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 770 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,158 | -100.0% | 17,446 | -80.4% | 0.03% | -75.7% |
| Q3 2022 | $9,899,000 | +122.7% | 88,785 | +137.0% | 0.11% | +118.4% |
| Q2 2022 | $4,445,000 | -14.2% | 37,456 | -7.4% | 0.05% | +32.4% |
| Q1 2022 | $5,182,000 | -48.0% | 40,453 | -47.6% | 0.04% | -35.1% |
| Q4 2021 | $9,959,000 | +73.9% | 77,134 | +58.3% | 0.06% | +62.9% |
| Q3 2021 | $5,727,000 | +59.8% | 48,725 | +66.2% | 0.04% | +6.1% |
| Q2 2021 | $3,584,000 | -50.4% | 29,316 | -52.1% | 0.03% | -54.8% |
| Q1 2021 | $7,228,000 | +20.5% | 61,239 | +8.2% | 0.07% | -39.7% |
| Q4 2020 | $5,997,000 | +67.8% | 56,619 | +46.3% | 0.12% | +16.3% |
| Q3 2020 | $3,574,000 | +53.3% | 38,689 | +51.3% | 0.10% | +48.6% |
| Q2 2020 | $2,332,000 | -42.3% | 25,573 | -49.5% | 0.07% | -73.1% |
| Q1 2020 | $4,041,000 | +35.3% | 50,609 | +29.2% | 0.26% | -81.5% |
| Q2 2015 | $2,986,000 | +617.8% | 39,183 | +635.4% | 1.41% | +163.8% |
| Q1 2015 | $416,000 | -41.6% | 5,328 | -41.1% | 0.53% | -46.8% |
| Q4 2014 | $712,000 | – | 9,048 | – | 1.00% | – |
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% |