SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 754 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $390 | -99.9% | 3,153 | -12.8% | 0.03% | +87.5% |
| Q1 2021 | $457,000 | +82.8% | 3,617 | +53.5% | 0.02% | +45.5% |
| Q4 2020 | $250,000 | +14.7% | 2,356 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $218,000 | -8.0% | 2,354 | -9.3% | 0.01% | -15.4% |
| Q2 2020 | $237,000 | +163.3% | 2,596 | +130.1% | 0.01% | +85.7% |
| Q1 2020 | $90,000 | -66.2% | 1,128 | -54.3% | 0.01% | -65.0% |
| Q4 2019 | $266,000 | -32.3% | 2,469 | -35.5% | 0.02% | -37.5% |
| Q3 2019 | $393,000 | +88.9% | 3,830 | +82.9% | 0.03% | +39.1% |
| Q1 2019 | $208,000 | – | 2,094 | – | 0.02% | – |
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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% |