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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,901,817 | -1.8% | 25,231 | +4.6% | 0.47% | +6.6% |
Q2 2023 | $2,955,649 | +169.2% | 24,112 | +171.7% | 0.44% | +117.3% |
Q1 2023 | $1,097,926 | -1.1% | 8,875 | 0.0% | 0.20% | -0.5% |
Q4 2022 | $1,110,351 | +9.0% | 8,875 | -2.9% | 0.20% | -9.8% |
Q3 2022 | $1,019,000 | -6.1% | 9,139 | 0.0% | 0.22% | -1.3% |
Q2 2022 | $1,085,000 | -7.3% | 9,139 | 0.0% | 0.23% | +0.4% |
Q1 2022 | $1,171,000 | – | 9,139 | – | 0.23% | – |
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% |