SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 872 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $766,312 | -6.2% | 6,663 | 0.0% | 0.24% | -3.7% |
| Q2 2023 | $816,751 | -5.5% | 6,663 | -4.7% | 0.24% | -10.9% |
| Q1 2023 | $864,486 | -1.1% | 6,988 | 0.0% | 0.28% | -8.9% |
| Q4 2022 | $874,269 | +8.3% | 6,988 | -3.5% | 0.30% | -2.6% |
| Q3 2022 | $807,000 | -10.7% | 7,238 | -4.9% | 0.31% | -6.6% |
| Q2 2022 | $904,000 | +5.9% | 7,613 | +14.3% | 0.33% | +30.7% |
| Q1 2022 | $854,000 | -0.7% | 6,663 | 0.0% | 0.25% | +1.6% |
| Q4 2021 | $860,000 | +9.8% | 6,663 | 0.0% | 0.25% | +0.4% |
| Q3 2021 | $783,000 | -3.9% | 6,663 | 0.0% | 0.25% | -3.5% |
| Q2 2021 | $815,000 | +3.7% | 6,663 | 0.0% | 0.26% | -2.3% |
| Q1 2021 | $786,000 | – | 6,663 | – | 0.26% | – |
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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% |