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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,585,000 | +35.0% | 12,959 | +30.3% | 0.10% | +24.7% |
| Q1 2021 | $1,174,000 | +141.1% | 9,946 | +116.2% | 0.08% | +126.5% |
| Q4 2020 | $487,000 | +16.8% | 4,601 | +2.0% | 0.03% | +3.0% |
| Q3 2020 | $417,000 | -61.6% | 4,510 | -62.2% | 0.03% | -65.6% |
| Q2 2020 | $1,087,000 | +52.7% | 11,919 | +167.1% | 0.10% | +242.9% |
| Q1 2020 | $712,000 | +0.4% | 4,463 | -32.3% | 0.03% | -55.6% |
| Q4 2019 | $709,000 | +10.1% | 6,589 | +5.1% | 0.06% | 0.0% |
| Q3 2019 | $644,000 | +2.9% | 6,272 | +1.0% | 0.06% | -1.6% |
| Q2 2019 | $626,000 | -33.0% | 6,207 | -34.0% | 0.06% | -37.3% |
| Q1 2019 | $935,000 | +11.0% | 9,401 | 0.0% | 0.10% | -8.9% |
| Q4 2018 | $842,000 | -2.3% | 9,401 | +6.8% | 0.11% | +27.3% |
| Q3 2018 | $862,000 | +11.5% | 8,802 | +5.5% | 0.09% | +6.0% |
| Q2 2018 | $773,000 | +63.8% | 8,343 | +61.2% | 0.08% | +59.6% |
| Q1 2018 | $472,000 | -9.2% | 5,175 | -6.0% | 0.05% | -8.8% |
| Q4 2017 | $520,000 | +34.4% | 5,505 | +26.4% | 0.06% | +14.0% |
| Q3 2017 | $387,000 | 0.0% | 4,354 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $387,000 | – | 4,354 | – | 0.05% | – |
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% |