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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $544,000 | +8.8% | 4,259 | -0.0% | 0.03% | +3.6% |
| Q3 2021 | $500,000 | +12.9% | 4,260 | +17.5% | 0.03% | +12.0% |
| Q2 2021 | $443,000 | +6.0% | 3,624 | +2.2% | 0.02% | -3.8% |
| Q1 2021 | $418,000 | +10.9% | 3,547 | -0.5% | 0.03% | +4.0% |
| Q4 2020 | $377,000 | +14.9% | 3,565 | +0.3% | 0.02% | 0.0% |
| Q3 2020 | $328,000 | +1.5% | 3,556 | +0.2% | 0.02% | -7.4% |
| Q2 2020 | $323,000 | -6.9% | 3,549 | -18.4% | 0.03% | -20.6% |
| Q1 2020 | $347,000 | -25.7% | 4,351 | +0.2% | 0.03% | -8.1% |
| Q4 2019 | $467,000 | +10.9% | 4,344 | +5.8% | 0.04% | 0.0% |
| Q3 2019 | $421,000 | -0.7% | 4,106 | -2.4% | 0.04% | 0.0% |
| Q2 2019 | $424,000 | +6.5% | 4,206 | +5.0% | 0.04% | 0.0% |
| Q1 2019 | $398,000 | +4.2% | 4,006 | -5.4% | 0.04% | -14.0% |
| Q4 2018 | $382,000 | +3.0% | 4,236 | +11.7% | 0.04% | +10.3% |
| Q3 2018 | $371,000 | +5.7% | 3,791 | +0.1% | 0.04% | +5.4% |
| Q2 2018 | $351,000 | +18.2% | 3,788 | +16.0% | 0.04% | +12.1% |
| Q1 2018 | $297,000 | -3.6% | 3,265 | +0.1% | 0.03% | -2.9% |
| Q4 2017 | $308,000 | +1.3% | 3,262 | -1.2% | 0.03% | -2.9% |
| Q3 2017 | $304,000 | +3.8% | 3,300 | +0.1% | 0.04% | 0.0% |
| Q2 2017 | $293,000 | -7.9% | 3,297 | -8.7% | 0.04% | -14.6% |
| Q1 2017 | $318,000 | +10.0% | 3,613 | +7.0% | 0.04% | 0.0% |
| Q4 2016 | $289,000 | -20.6% | 3,377 | -21.8% | 0.04% | -25.5% |
| Q3 2016 | $364,000 | +19.7% | 4,318 | +19.0% | 0.06% | +7.8% |
| Q2 2016 | $304,000 | +4.1% | 3,630 | -0.7% | 0.05% | -5.6% |
| Q1 2016 | $292,000 | +14.1% | 3,656 | +5.0% | 0.05% | +1.9% |
| Q4 2015 | $256,000 | -7.2% | 3,483 | -4.4% | 0.05% | -13.1% |
| Q3 2015 | $276,000 | -0.4% | 3,645 | +0.1% | 0.06% | -1.6% |
| Q2 2015 | $277,000 | -1.8% | 3,641 | +0.9% | 0.06% | -50.0% |
| Q1 2015 | $282,000 | -30.5% | 3,608 | -30.5% | 0.12% | -52.1% |
| Q4 2014 | $406,000 | -4.7% | 5,190 | -2.9% | 0.26% | +97.7% |
| Q3 2014 | $426,000 | +3.9% | 5,344 | -0.2% | 0.13% | +13.9% |
| Q2 2014 | $410,000 | +13.3% | 5,354 | +8.7% | 0.12% | -3.4% |
| Q1 2014 | $362,000 | +8.7% | 4,925 | +7.1% | 0.12% | +0.8% |
| Q4 2013 | $333,000 | +16.4% | 4,599 | +10.7% | 0.12% | +9.3% |
| Q3 2013 | $286,000 | +31.2% | 4,155 | +26.1% | 0.11% | +0.9% |
| Q2 2013 | $218,000 | – | 3,295 | – | 0.11% | – |
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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% |