SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 749 filers reported holding SPDR SERIES TRUST in Q3 2019. The put-call ratio across all filers is 0.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,059 | -6.2% | 2,409 | 0.0% | 0.09% | -8.5% |
| Q2 2023 | $295,295 | -0.9% | 2,409 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $298,017 | -15.5% | 2,409 | -14.6% | 0.09% | -21.0% |
| Q4 2022 | $352,810 | +12.4% | 2,820 | 0.0% | 0.12% | -4.8% |
| Q3 2022 | $314,000 | -6.3% | 2,820 | 0.0% | 0.12% | +3.3% |
| Q2 2022 | $335,000 | -7.2% | 2,820 | 0.0% | 0.12% | +23.5% |
| Q1 2022 | $361,000 | -0.8% | 2,820 | 0.0% | 0.10% | +1.0% |
| Q4 2021 | $364,000 | +10.0% | 2,820 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $331,000 | -4.1% | 2,820 | 0.0% | 0.10% | -4.0% |
| Q2 2021 | $345,000 | +3.6% | 2,820 | 0.0% | 0.10% | -12.2% |
| Q1 2021 | $333,000 | +9.9% | 2,820 | -1.4% | 0.12% | +0.9% |
| Q4 2020 | $303,000 | +14.8% | 2,861 | 0.0% | 0.11% | -8.1% |
| Q3 2020 | $264,000 | -13.4% | 2,861 | -14.5% | 0.12% | -14.5% |
| Q2 2020 | $305,000 | +34.4% | 3,346 | +17.8% | 0.14% | +8.2% |
| Q1 2020 | $227,000 | -25.8% | 2,841 | 0.0% | 0.13% | +5.5% |
| Q4 2019 | $306,000 | -36.5% | 2,841 | -98.5% | 0.13% | -48.8% |
| Q3 2019 | $482,000 | +1.5% | 191,242 | +0.0% | 0.25% | +2.1% |
| Q2 2019 | $475,000 | +9400.0% | 191,223 | +382346.0% | 0.24% | +12050.0% |
| Q3 2017 | $5,000 | – | 50 | – | 0.00% | – |
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% |