SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $463 | -6.1% | 4,029 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $493 | -1.0% | 4,029 | 0.0% | 0.02% | +4.2% |
| Q1 2023 | $498 | -8.6% | 4,029 | -17.6% | 0.02% | -29.4% |
| Q4 2022 | $545 | -99.9% | 4,889 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $545,000 | -41.2% | 4,889 | -37.4% | 0.03% | -34.6% |
| Q2 2022 | $927,000 | -12.3% | 7,816 | -5.3% | 0.05% | -3.7% |
| Q1 2022 | $1,057,000 | -0.8% | 8,253 | 0.0% | 0.05% | +1.9% |
| Q4 2021 | $1,065,000 | +8.5% | 8,253 | -1.2% | 0.05% | -7.0% |
| Q3 2021 | $982,000 | +244.6% | 8,355 | +170.1% | 0.06% | +137.5% |
| Q3 2020 | $285,000 | +1.1% | 3,093 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $282,000 | +17.0% | 3,093 | +37.8% | 0.02% | +19.0% |
| Q4 2019 | $241,000 | +4.8% | 2,245 | 0.0% | 0.02% | -8.7% |
| Q3 2019 | $230,000 | +1.8% | 2,245 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $226,000 | +1.3% | 2,245 | 0.0% | 0.02% | -4.0% |
| Q1 2019 | $223,000 | +11.5% | 2,245 | 0.0% | 0.02% | -13.8% |
| Q4 2018 | $200,000 | -8.7% | 2,245 | 0.0% | 0.03% | -32.6% |
| Q3 2018 | $219,000 | +5.3% | 2,245 | 0.0% | 0.04% | -4.4% |
| Q2 2018 | $208,000 | +2.0% | 2,245 | 0.0% | 0.04% | -2.2% |
| Q1 2018 | $204,000 | -3.8% | 2,245 | 0.0% | 0.05% | -8.0% |
| Q4 2017 | $212,000 | +3.4% | 2,245 | 0.0% | 0.05% | -12.3% |
| Q3 2017 | $205,000 | – | 2,245 | – | 0.06% | – |
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% |