SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $709,849 | -6.6% | 6,172 | -0.4% | 0.18% | -6.6% |
Q2 2023 | $759,814 | -0.8% | 6,199 | +0.1% | 0.20% | -7.1% |
Q1 2023 | $765,981 | -1.0% | 6,192 | +0.1% | 0.21% | -6.6% |
Q4 2022 | $773,904 | +9.9% | 6,186 | -2.0% | 0.23% | -5.4% |
Q3 2022 | $704,000 | -8.9% | 6,314 | -3.1% | 0.24% | -23.6% |
Q2 2022 | $773,000 | -7.3% | 6,517 | +0.1% | 0.31% | +6.8% |
Q1 2022 | $834,000 | -1.0% | 6,510 | -0.2% | 0.29% | +73.4% |
Q4 2021 | $842,000 | +9.2% | 6,523 | -0.5% | 0.17% | -34.2% |
Q3 2021 | $771,000 | -4.5% | 6,559 | -0.7% | 0.26% | -2.3% |
Q2 2021 | $807,000 | +2.5% | 6,602 | -1.0% | 0.26% | -8.0% |
Q1 2021 | $787,000 | +10.7% | 6,670 | -0.6% | 0.29% | +2.9% |
Q4 2020 | $711,000 | +7.9% | 6,712 | -6.0% | 0.28% | -7.3% |
Q3 2020 | $659,000 | +0.6% | 7,137 | -0.6% | 0.30% | -7.7% |
Q2 2020 | $655,000 | +10.6% | 7,179 | -3.1% | 0.32% | -5.2% |
Q1 2020 | $592,000 | -26.9% | 7,411 | -1.6% | 0.34% | +61.8% |
Q4 2019 | $810,000 | +3.4% | 7,533 | -1.3% | 0.21% | -48.5% |
Q3 2019 | $783,000 | 0.0% | 7,635 | -1.6% | 0.41% | +47.1% |
Q2 2019 | $783,000 | +0.9% | 7,758 | -0.6% | 0.28% | -3.8% |
Q1 2019 | $776,000 | +9.0% | 7,806 | -1.8% | 0.29% | -33.3% |
Q4 2018 | $712,000 | +20.5% | 7,950 | +31.6% | 0.44% | +38.9% |
Q3 2018 | $591,000 | +6.7% | 6,039 | +1.1% | 0.31% | +1.6% |
Q2 2018 | $554,000 | +12.4% | 5,976 | +10.5% | 0.31% | +9.2% |
Q1 2018 | $493,000 | -10.4% | 5,407 | -7.1% | 0.28% | -6.9% |
Q4 2017 | $550,000 | -0.4% | 5,822 | -3.7% | 0.30% | -3.8% |
Q3 2017 | $552,000 | +3.0% | 6,047 | +0.2% | 0.32% | -3.4% |
Q2 2017 | $536,000 | +1.9% | 6,035 | +0.7% | 0.33% | -5.5% |
Q1 2017 | $526,000 | +17.7% | 5,995 | +10.2% | 0.35% | +6.5% |
Q4 2016 | $447,000 | 0.0% | 5,442 | 0.0% | 0.32% | -0.3% |
Q3 2016 | $447,000 | +104.1% | 5,442 | +108.3% | 0.33% | +113.1% |
Q2 2016 | $219,000 | – | 2,613 | – | 0.15% | – |
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% |