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 | $512,727 | +3562.3% | 4,183 | +2909.4% | 0.22% | +1256.2% |
| Q2 2019 | $14,000 | +40.0% | 139 | +28.7% | 0.02% | +33.3% |
| Q4 2018 | $10,000 | 0.0% | 108 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $10,000 | -37.5% | 108 | -35.7% | 0.01% | -33.3% |
| Q2 2018 | $16,000 | -78.9% | 168 | -79.7% | 0.02% | -77.6% |
| Q1 2018 | $76,000 | -3.8% | 828 | 0.0% | 0.07% | -5.6% |
| Q4 2017 | $79,000 | -33.6% | 828 | -35.4% | 0.07% | -39.3% |
| Q3 2017 | $119,000 | -1.7% | 1,282 | -6.1% | 0.12% | -9.3% |
| Q2 2017 | $121,000 | +1.7% | 1,365 | 0.0% | 0.13% | -5.8% |
| Q1 2017 | $119,000 | +22.7% | 1,365 | +15.6% | 0.14% | +3.0% |
| Q3 2016 | $97,000 | – | 1,181 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,793,913 | $158,116,000 | 31.02% |
| Spectrum Asset Management, Inc. (NB/CA) | 194,247 | $17,121,000 | 15.74% |
| Jackson, Grant Investment Advisers, Inc. | 193,372 | $17,044,000 | 13.67% |
| O'Dell Group, LLC | 161,388 | $14,225,000 | 12.61% |
| Stratford Consulting, LLC | 332,007 | $29,263,000 | 11.69% |
| Private Vista, LLC | 404,288 | $35,849,000 | 8.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 113,177 | $9,975,000 | 8.64% |
| Ruggie Capital Group | 125,166 | $10,990,000 | 8.19% |
| Threshold Group LLC | 76,034 | $6,702,000 | 6.46% |
| Capital Investment Advisors, LLC | 935,800 | $82,481,000 | 6.26% |