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 | $272,343 | -38.0% | 2,368 | -33.9% | 0.01% | -40.0% |
| Q2 2023 | $439,449 | -97.8% | 3,585 | -97.8% | 0.02% | -98.0% |
| Q1 2023 | $19,975,017 | -10.0% | 161,466 | -8.9% | 0.98% | -17.0% |
| Q4 2022 | $22,185,826 | +32.4% | 177,330 | +18.0% | 1.18% | +19.6% |
| Q3 2022 | $16,756,000 | +1.0% | 150,285 | +7.5% | 0.99% | +0.5% |
| Q2 2022 | $16,591,000 | +3722.8% | 139,788 | +4026.0% | 0.98% | +4178.3% |
| Q1 2022 | $434,000 | -0.7% | 3,388 | 0.0% | 0.02% | -30.3% |
| Q4 2021 | $437,000 | +1720.8% | 3,388 | +958.8% | 0.03% | +266.7% |
| Q3 2014 | $24,000 | – | 320 | – | 0.01% | – |
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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% |