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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $650,267 | +225.1% | 5,654 | +176.6% | 0.16% | +173.7% |
| Q3 2018 | $200,000 | -1.0% | 2,044 | -7.8% | 0.06% | -32.1% |
| Q1 2018 | $202,000 | -15.5% | 2,218 | -12.4% | 0.08% | -2.3% |
| Q4 2017 | $239,000 | -40.5% | 2,533 | -42.4% | 0.09% | -43.4% |
| Q3 2017 | $402,000 | -22.1% | 4,398 | -24.2% | 0.15% | -22.1% |
| Q2 2017 | $516,000 | -41.3% | 5,803 | -41.8% | 0.20% | -42.5% |
| Q1 2017 | $879,000 | -1.0% | 9,972 | -3.9% | 0.34% | -12.2% |
| Q4 2016 | $888,000 | -5.3% | 10,375 | -6.7% | 0.39% | -2.5% |
| Q3 2016 | $938,000 | +13.3% | 11,118 | +12.7% | 0.40% | +1.5% |
| Q2 2016 | $828,000 | -9.8% | 9,865 | -14.1% | 0.39% | -15.0% |
| Q1 2016 | $918,000 | +37.0% | 11,489 | +3.1% | 0.46% | +10.3% |
| Q4 2015 | $670,000 | -12.2% | 11,139 | +5.4% | 0.42% | -12.4% |
| Q3 2015 | $763,000 | +20.5% | 10,568 | +30.9% | 0.48% | +22.1% |
| Q2 2015 | $633,000 | -0.2% | 8,071 | -0.5% | 0.39% | -21.3% |
| Q1 2015 | $634,000 | +10.8% | 8,111 | +11.7% | 0.49% | +32.8% |
| Q4 2014 | $572,000 | +135.4% | 7,259 | +124.1% | 0.37% | +55.0% |
| Q3 2014 | $243,000 | -19.8% | 3,239 | -18.2% | 0.24% | -11.1% |
| Q2 2014 | $303,000 | +13.1% | 3,961 | +8.9% | 0.27% | +23.3% |
| Q1 2014 | $268,000 | -99.9% | 3,636 | +40.2% | 0.22% | +31.9% |
| Q4 2013 | $188,305,000 | – | 2,593 | – | 0.17% | – |
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% |