SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,678 | -5.5% | 1,849 | +0.7% | 0.01% | -8.3% |
| Q2 2023 | $225,172 | -0.2% | 1,837 | +0.7% | 0.01% | -7.7% |
| Q1 2023 | $225,719 | -0.5% | 1,825 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $226,913 | +12.9% | 1,814 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $201,000 | -19.0% | 1,801 | -13.8% | 0.01% | -18.8% |
| Q2 2022 | $248,000 | -6.8% | 2,089 | +0.5% | 0.02% | -5.9% |
| Q1 2022 | $266,000 | -0.4% | 2,078 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $267,000 | +7.2% | 2,067 | -2.5% | 0.02% | 0.0% |
| Q3 2021 | $249,000 | -10.4% | 2,120 | -6.7% | 0.02% | -22.7% |
| Q2 2021 | $278,000 | -0.4% | 2,272 | -3.8% | 0.02% | -63.9% |
| Q1 2021 | $279,000 | +12.0% | 2,361 | +0.5% | 0.06% | 0.0% |
| Q4 2020 | $249,000 | +18.0% | 2,349 | +2.7% | 0.06% | -4.7% |
| Q3 2020 | $211,000 | +1.4% | 2,288 | +0.6% | 0.06% | +1.6% |
| Q2 2020 | $208,000 | -14.4% | 2,275 | +0.6% | 0.06% | -14.9% |
| Q4 2019 | $243,000 | +20.9% | 2,262 | +15.2% | 0.07% | -3.9% |
| Q3 2019 | $201,000 | – | 1,964 | – | 0.08% | – |
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% |