SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 887 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,098,054 | -5.6% | 9,547 | +0.6% | 0.07% | -2.8% |
| Q2 2023 | $1,162,770 | -0.3% | 9,486 | +0.7% | 0.07% | -5.3% |
| Q1 2023 | $1,165,857 | -0.5% | 9,424 | +0.6% | 0.08% | -5.1% |
| Q4 2022 | $1,172,289 | +13.0% | 9,370 | +0.7% | 0.08% | +3.9% |
| Q3 2022 | $1,037,000 | -5.5% | 9,305 | +0.6% | 0.08% | -1.3% |
| Q2 2022 | $1,097,000 | -6.8% | 9,246 | +0.6% | 0.08% | +13.2% |
| Q1 2022 | $1,177,000 | -0.2% | 9,188 | +0.6% | 0.07% | -4.2% |
| Q4 2021 | $1,179,000 | +10.6% | 9,133 | +0.8% | 0.07% | 0.0% |
| Q3 2021 | $1,066,000 | -3.2% | 9,064 | +0.7% | 0.07% | -4.1% |
| Q2 2021 | $1,101,000 | +4.3% | 9,001 | +0.6% | 0.07% | -8.6% |
| Q1 2021 | $1,056,000 | +12.2% | 8,946 | +0.7% | 0.08% | +3.8% |
| Q4 2020 | $941,000 | +2.4% | 8,886 | -10.6% | 0.08% | -6.0% |
| Q3 2020 | $919,000 | +2.0% | 9,944 | +0.6% | 0.08% | -4.6% |
| Q2 2020 | $901,000 | +14.9% | 9,880 | +0.6% | 0.09% | -2.2% |
| Q1 2020 | $784,000 | -25.2% | 9,818 | +0.8% | 0.09% | -5.3% |
| Q4 2019 | $1,048,000 | +5.5% | 9,741 | +0.6% | 0.09% | -6.9% |
| Q3 2019 | $993,000 | -18.7% | 9,679 | -20.1% | 0.10% | -19.2% |
| Q2 2019 | $1,222,000 | +473.7% | 12,117 | +192.0% | 0.12% | +420.8% |
| Q1 2019 | $213,000 | -80.2% | 4,150 | -65.4% | 0.02% | -84.0% |
| Q4 2018 | $1,074,000 | +322.8% | 11,993 | +242.7% | 0.15% | -11.8% |
| Q4 2013 | $254,000 | – | 3,500 | – | 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% |