SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,892,580 | -8.2% | 16,456 | -2.1% | 0.22% | -6.8% |
| Q2 2023 | $2,060,911 | -1.2% | 16,813 | -0.3% | 0.24% | -2.5% |
| Q1 2023 | $2,085,922 | -2.2% | 16,861 | -1.0% | 0.24% | -2.4% |
| Q4 2022 | $2,131,797 | +8.0% | 17,039 | -3.7% | 0.25% | -1.6% |
| Q3 2022 | $1,973,000 | -13.1% | 17,697 | -7.5% | 0.25% | -8.7% |
| Q2 2022 | $2,270,000 | -6.4% | 19,125 | +1.0% | 0.28% | +4.6% |
| Q1 2022 | $2,426,000 | +4.2% | 18,935 | +5.0% | 0.26% | +12.9% |
| Q4 2021 | $2,329,000 | +11.3% | 18,040 | +1.3% | 0.23% | -44.0% |
| Q3 2021 | $2,093,000 | -3.0% | 17,803 | +0.9% | 0.42% | -2.3% |
| Q2 2021 | $2,157,000 | +5.0% | 17,638 | +1.4% | 0.43% | -1.4% |
| Q1 2021 | $2,054,000 | +18.4% | 17,401 | +6.3% | 0.43% | +11.3% |
| Q4 2020 | $1,735,000 | +16.2% | 16,377 | +1.4% | 0.39% | +3.7% |
| Q3 2020 | $1,493,000 | +6.9% | 16,158 | +5.5% | 0.37% | -0.8% |
| Q2 2020 | $1,397,000 | +35.2% | 15,321 | +18.4% | 0.38% | +17.8% |
| Q1 2020 | $1,033,000 | +58.2% | 12,936 | +113.2% | 0.32% | +90.5% |
| Q4 2019 | $653,000 | – | 6,067 | – | 0.17% | – |
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% |