SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 770 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,944 | -5.5% | 269 | +0.7% | 0.00% | 0.0% |
| Q2 2023 | $32,762 | -92.3% | 267 | -92.2% | 0.00% | -93.0% |
| Q1 2023 | $425,498 | +12.6% | 3,439 | +13.8% | 0.06% | +21.3% |
| Q4 2022 | $377,958 | +12.5% | 3,021 | +0.1% | 0.05% | -11.3% |
| Q3 2022 | $336,000 | +33.3% | 3,017 | +53.1% | 0.05% | +71.0% |
| Q1 2022 | $252,000 | +66.9% | 1,970 | +68.4% | 0.03% | +72.2% |
| Q4 2021 | $151,000 | +9.4% | 1,170 | 0.0% | 0.02% | +5.9% |
| Q3 2021 | $138,000 | 0.0% | 1,170 | 0.0% | 0.02% | -32.0% |
| Q1 2021 | $138,000 | 0.0% | 1,170 | -10.1% | 0.02% | -10.7% |
| Q4 2020 | $138,000 | +3.0% | 1,301 | -10.5% | 0.03% | -9.7% |
| Q3 2020 | $134,000 | -2.9% | 1,453 | -4.6% | 0.03% | -8.8% |
| Q2 2020 | $138,000 | -18.8% | 1,523 | -28.8% | 0.03% | -26.1% |
| Q1 2020 | $170,000 | +68.3% | 2,140 | +128.6% | 0.05% | +84.0% |
| Q4 2019 | $101,000 | -51.9% | 936 | -54.1% | 0.02% | -51.9% |
| Q3 2019 | $210,000 | +740.0% | 2,040 | +712.7% | 0.05% | +642.9% |
| Q2 2019 | $25,000 | +31.6% | 251 | +28.1% | 0.01% | +40.0% |
| Q1 2019 | $19,000 | +216.7% | 196 | +180.0% | 0.01% | +150.0% |
| Q4 2018 | $6,000 | -92.4% | 70 | -91.3% | 0.00% | -94.3% |
| Q3 2018 | $79,000 | -18.6% | 805 | -23.1% | 0.04% | -22.2% |
| Q2 2018 | $97,000 | -74.3% | 1,047 | -74.8% | 0.04% | -75.0% |
| Q1 2018 | $378,000 | – | 4,151 | – | 0.18% | – |
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% |