SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 887 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,961 | -1.4% | 1,721 | -0.5% | 0.02% | -4.5% |
| Q1 2023 | $213,895 | -1.1% | 1,729 | 0.0% | 0.02% | -12.0% |
| Q4 2022 | $216,315 | +5.5% | 1,729 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $205,000 | -7.7% | 1,729 | 0.0% | 0.02% | +8.7% |
| Q1 2022 | $222,000 | -0.4% | 1,729 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $223,000 | +9.9% | 1,729 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $203,000 | -24.0% | 1,729 | -20.9% | 0.02% | -26.7% |
| Q2 2021 | $267,000 | +30.9% | 2,186 | +26.4% | 0.03% | +15.4% |
| Q1 2021 | $204,000 | -1.9% | 1,729 | -18.6% | 0.03% | -49.0% |
| Q3 2018 | $208,000 | +3.5% | 2,125 | 0.0% | 0.05% | -1.9% |
| Q4 2017 | $201,000 | -88.9% | 2,125 | -91.3% | 0.05% | -94.1% |
| Q1 2014 | $1,803,000 | -46.0% | 24,500 | -46.7% | 0.88% | -42.8% |
| Q4 2013 | $3,339,000 | +6.2% | 45,985 | +0.9% | 1.53% | -6.2% |
| Q3 2013 | $3,143,000 | +3.9% | 45,585 | -0.1% | 1.63% | -14.0% |
| Q2 2013 | $3,025,000 | – | 45,625 | – | 1.90% | – |
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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% |