SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 482 filers reported holding SPDR SERIES TRUST in Q1 2016. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122 | +41.9% | 1,069 | +51.0% | 0.00% | – |
| Q2 2023 | $86 | -100.0% | 708 | -66.1% | 0.00% | – |
| Q4 2021 | $269,000 | +249.4% | 2,090 | +185.5% | 0.00% | – |
| Q4 2020 | $77,000 | +165.5% | 732 | +97.3% | 0.00% | – |
| Q1 2020 | $29,000 | +16.0% | 371 | +53.9% | 0.00% | – |
| Q4 2019 | $25,000 | -32.4% | 241 | -34.7% | 0.00% | – |
| Q3 2019 | $37,000 | -95.4% | 369 | -95.5% | 0.00% | -100.0% |
| Q1 2019 | $813,000 | +6675.0% | 8,180 | +6050.4% | 0.00% | – |
| Q2 2018 | $12,000 | -83.6% | 133 | -83.4% | 0.00% | -100.0% |
| Q1 2018 | $73,000 | -75.4% | 803 | -75.3% | 0.00% | -75.0% |
| Q3 2017 | $297,000 | +560.0% | 3,256 | +432.0% | 0.01% | +200.0% |
| Q4 2015 | $45,000 | -87.3% | 612 | -87.6% | 0.00% | -84.6% |
| Q3 2015 | $355,000 | – | 4,922 | – | 0.03% | – |
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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% |