SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,758,629 | -5.4% | 15,291 | +0.9% | 0.06% | -3.3% |
| Q2 2023 | $1,858,611 | -8.2% | 15,162 | -7.4% | 0.06% | -18.9% |
| Q1 2023 | $2,024,474 | -7.4% | 16,365 | -6.4% | 0.07% | -6.3% |
| Q4 2022 | $2,186,239 | +354.5% | 17,475 | +305.1% | 0.08% | +276.2% |
| Q3 2022 | $481,000 | -87.5% | 4,314 | -86.7% | 0.02% | -82.5% |
| Q2 2022 | $3,863,000 | +715.0% | 32,544 | +780.5% | 0.12% | +313.8% |
| Q1 2022 | $474,000 | -5.0% | 3,696 | -4.4% | 0.03% | -40.8% |
| Q4 2021 | $499,000 | +5.7% | 3,867 | -3.6% | 0.05% | 0.0% |
| Q3 2021 | $472,000 | -29.3% | 4,011 | -26.6% | 0.05% | -22.2% |
| Q2 2021 | $668,000 | +37.2% | 5,464 | +32.3% | 0.06% | +23.5% |
| Q1 2021 | $487,000 | -4.5% | 4,129 | -14.2% | 0.05% | +4.1% |
| Q4 2020 | $510,000 | +2.0% | 4,814 | -11.1% | 0.05% | +6.5% |
| Q3 2020 | $500,000 | +1.4% | 5,414 | +0.1% | 0.05% | -6.1% |
| Q2 2020 | $493,000 | -26.3% | 5,410 | -35.4% | 0.05% | -34.7% |
| Q1 2020 | $669,000 | +27.7% | 8,376 | +72.0% | 0.08% | +63.0% |
| Q4 2019 | $524,000 | – | 4,870 | – | 0.05% | – |
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% |