SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 443 filers reported holding SPDR SERIES TRUST in Q2 2015. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $509,000 | +95.0% | 4,286 | +110.3% | 0.00% | -95.0% |
Q1 2022 | $261,000 | -41.0% | 2,038 | -40.4% | 0.02% | -35.5% |
Q4 2021 | $442,000 | +34.8% | 3,420 | +22.7% | 0.03% | +24.0% |
Q3 2021 | $328,000 | -3.8% | 2,788 | 0.0% | 0.02% | -34.2% |
Q2 2021 | $341,000 | +2.1% | 2,788 | -1.4% | 0.04% | -2.6% |
Q1 2021 | $334,000 | +49.1% | 2,828 | +33.5% | 0.04% | +34.5% |
Q4 2020 | $224,000 | -49.2% | 2,118 | -55.6% | 0.03% | -44.2% |
Q3 2020 | $441,000 | +3.3% | 4,769 | -10.8% | 0.05% | +15.6% |
Q1 2020 | $427,000 | +75.7% | 5,348 | +121.8% | 0.04% | +21.6% |
Q2 2019 | $243,000 | +1.2% | 2,411 | 0.0% | 0.04% | -11.9% |
Q1 2019 | $240,000 | +287.1% | 2,411 | +196.2% | 0.04% | -14.3% |
Q2 2015 | $62,000 | -4.6% | 814 | -3.1% | 0.05% | 0.0% |
Q1 2015 | $65,000 | -28.6% | 840 | -27.8% | 0.05% | -33.8% |
Q4 2014 | $91,000 | -11.7% | 1,164 | -15.4% | 0.07% | -3.9% |
Q3 2014 | $103,000 | -2.8% | 1,376 | -0.7% | 0.08% | +11.6% |
Q2 2014 | $106,000 | +107.8% | 1,386 | +100.9% | 0.07% | +81.6% |
Q1 2014 | $51,000 | – | 690 | – | 0.04% | – |
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% |