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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $136,407 | -0.9% | 1,113 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $137,665 | -1.1% | 1,113 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $139,222 | +12.3% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $124,000 | -6.1% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $132,000 | -7.7% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $143,000 | -0.7% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $144,000 | +9.9% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $131,000 | -3.7% | 1,113 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $136,000 | +3.8% | 1,113 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $131,000 | +11.0% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $118,000 | +14.6% | 1,113 | 0.0% | 0.02% | +6.2% |
| Q3 2020 | $103,000 | +2.0% | 1,113 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $101,000 | +13.5% | 1,113 | 0.0% | 0.02% | -5.6% |
| Q1 2020 | $89,000 | -25.8% | 1,113 | 0.0% | 0.02% | -14.3% |
| Q4 2019 | $120,000 | +5.3% | 1,113 | 0.0% | 0.02% | -8.7% |
| Q3 2019 | $114,000 | +1.8% | 1,113 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $112,000 | +0.9% | 1,113 | 0.0% | 0.02% | -4.3% |
| Q1 2019 | $111,000 | +11.0% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $100,000 | -8.3% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $109,000 | +3.8% | 1,113 | -1.9% | 0.02% | 0.0% |
| Q2 2018 | $105,000 | – | 1,135 | – | 0.02% | – |
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% |