SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $901 | -1.1% | 7,286 | +0.0% | 0.09% | -3.1% |
| Q4 2022 | $911 | -99.9% | 7,283 | +3.0% | 0.10% | +10.3% |
| Q3 2022 | $788,000 | -6.1% | 7,071 | +0.0% | 0.09% | +2.4% |
| Q2 2022 | $839,000 | -41.7% | 7,068 | -37.1% | 0.08% | -22.0% |
| Q1 2022 | $1,439,000 | +12.7% | 11,230 | +7.6% | 0.11% | -12.8% |
| Q2 2021 | $1,277,000 | +9.0% | 10,440 | +5.1% | 0.12% | +16.8% |
| Q1 2021 | $1,172,000 | +3.2% | 9,934 | -20.3% | 0.11% | -47.3% |
| Q2 2020 | $1,136,000 | -12.7% | 12,460 | -23.5% | 0.20% | +5.2% |
| Q1 2020 | $1,301,000 | -1.7% | 16,293 | +32.5% | 0.19% | -50.1% |
| Q4 2019 | $1,323,000 | -21.9% | 12,300 | -25.5% | 0.39% | -25.6% |
| Q3 2019 | $1,694,000 | -12.0% | 16,511 | -13.5% | 0.52% | -20.1% |
| Q2 2019 | $1,925,000 | +14.4% | 19,079 | +12.8% | 0.65% | +67.4% |
| Q1 2019 | $1,682,000 | +22.8% | 16,916 | +10.6% | 0.39% | -8.5% |
| Q4 2018 | $1,370,000 | -4.1% | 15,300 | +4.9% | 0.42% | +13.6% |
| Q3 2018 | $1,428,000 | +6.1% | 14,582 | +0.4% | 0.37% | +1.1% |
| Q2 2018 | $1,346,000 | +3.9% | 14,523 | +2.3% | 0.37% | -6.3% |
| Q1 2018 | $1,295,000 | -20.1% | 14,199 | -52.0% | 0.40% | +61.9% |
| Q4 2017 | $1,621,000 | +14.1% | 29,582 | +90.1% | 0.24% | -45.5% |
| Q3 2017 | $1,421,000 | -2.7% | 15,561 | -5.3% | 0.45% | -10.2% |
| Q2 2017 | $1,461,000 | -12.3% | 16,440 | -13.0% | 0.50% | -22.3% |
| Q1 2017 | $1,665,000 | +11.5% | 18,894 | +8.3% | 0.64% | +24.2% |
| Q4 2016 | $1,493,000 | +4.6% | 17,445 | +3.1% | 0.52% | -20.6% |
| Q3 2016 | $1,428,000 | -1.1% | 16,924 | -1.6% | 0.65% | -11.9% |
| Q2 2016 | $1,444,000 | +4.9% | 17,201 | -0.2% | 0.74% | -12.3% |
| Q1 2016 | $1,377,000 | +13.4% | 17,233 | +4.5% | 0.84% | +3.8% |
| Q4 2015 | $1,214,000 | +1.5% | 16,495 | -0.5% | 0.81% | -4.6% |
| Q3 2015 | $1,196,000 | -13.0% | 16,574 | -8.2% | 0.85% | -7.4% |
| Q2 2015 | $1,375,000 | +3.9% | 18,046 | +6.6% | 0.92% | +6.2% |
| Q1 2015 | $1,324,000 | -6.5% | 16,925 | -5.8% | 0.86% | -5.9% |
| Q4 2014 | $1,416,000 | +7.9% | 17,964 | +2.6% | 0.92% | +25.4% |
| Q3 2014 | $1,312,000 | -1.4% | 17,502 | +0.8% | 0.73% | -13.8% |
| Q2 2014 | $1,330,000 | +12.3% | 17,360 | +7.9% | 0.85% | -31.6% |
| Q1 2014 | $1,184,000 | +52.8% | 16,085 | +50.7% | 1.24% | +125.0% |
| Q4 2013 | $775,000 | – | 10,671 | – | 0.55% | – |
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% |