SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 872 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $331,000 | -3.8% | 2,813 | 0.0% | 0.21% | +4.5% |
| Q2 2021 | $344,000 | +3.6% | 2,813 | 0.0% | 0.20% | -8.7% |
| Q1 2021 | $332,000 | +11.4% | 2,813 | 0.0% | 0.22% | +2.8% |
| Q4 2020 | $298,000 | -2.6% | 2,813 | -15.1% | 0.21% | -8.6% |
| Q3 2020 | $306,000 | +26.4% | 3,313 | +47.3% | 0.23% | +66.9% |
| Q4 2019 | $242,000 | +10.5% | 2,249 | +5.5% | 0.14% | +8.6% |
| Q3 2019 | $219,000 | -0.5% | 2,131 | -2.3% | 0.13% | -0.8% |
| Q2 2019 | $220,000 | +3.8% | 2,181 | +2.3% | 0.13% | -7.9% |
| Q1 2019 | $212,000 | – | 2,131 | – | 0.14% | – |
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% |