SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,644 | -6.2% | 1,875 | 0.0% | 0.18% | -2.2% |
| Q2 2023 | $229,838 | -0.9% | 1,875 | 0.0% | 0.18% | +5.2% |
| Q1 2023 | $231,956 | +98604.7% | 1,875 | 0.0% | 0.17% | -12.6% |
| Q4 2022 | $235 | -99.9% | 1,875 | 0.0% | 0.20% | +15.0% |
| Q3 2022 | $209,000 | -6.3% | 1,875 | 0.0% | 0.17% | +2.4% |
| Q2 2022 | $223,000 | -7.1% | 1,875 | 0.0% | 0.17% | +7.0% |
| Q1 2022 | $240,000 | -0.8% | 1,875 | 0.0% | 0.16% | +5.3% |
| Q4 2021 | $242,000 | +10.0% | 1,875 | 0.0% | 0.15% | +0.7% |
| Q3 2021 | $220,000 | -0.5% | 1,875 | 0.0% | 0.15% | -12.9% |
| Q1 2021 | $221,000 | +9.4% | 1,875 | 0.0% | 0.17% | +29.5% |
| Q4 2019 | $202,000 | +8.6% | 1,875 | 0.0% | 0.13% | +3.9% |
| Q1 2019 | $186,000 | +10.7% | 1,875 | 0.0% | 0.13% | -1.6% |
| Q4 2018 | $168,000 | -8.7% | 1,875 | 0.0% | 0.13% | +7.5% |
| Q3 2018 | $184,000 | +5.7% | 1,875 | 0.0% | 0.12% | +4.3% |
| Q2 2018 | $174,000 | +1.8% | 1,875 | 0.0% | 0.12% | +0.9% |
| Q1 2018 | $171,000 | -3.4% | 1,875 | 0.0% | 0.11% | -7.3% |
| Q4 2017 | $177,000 | +3.5% | 1,875 | 0.0% | 0.12% | -3.9% |
| Q3 2017 | $171,000 | +2.4% | 1,875 | 0.0% | 0.13% | -4.5% |
| Q2 2017 | $167,000 | +1.2% | 1,875 | 0.0% | 0.13% | -0.7% |
| Q1 2017 | $165,000 | – | 1,875 | – | 0.14% | – |
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% |