SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 866 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,057 | +94936.8% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19 | 0.0% | 157 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $19 | -5.0% | 157 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $20 | -99.9% | 157 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $18,000 | -5.3% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -5.0% | 157 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $20,000 | 0.0% | 157 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $20,000 | +11.1% | 157 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $18,000 | -5.3% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | 0.0% | 157 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $19,000 | +11.8% | 157 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | 0.0% | 157 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $17,000 | +21.4% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | 0.0% | 157 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $14,000 | -17.6% | 157 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $17,000 | +6.2% | 157 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 157 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $16,000 | 0.0% | 157 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 157 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | 0.0% | 157 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $14,000 | -6.7% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $15,000 | -58.3% | 157 | -60.5% | 0.01% | -60.0% |
| Q1 2018 | $36,000 | -5.3% | 397 | 0.0% | 0.02% | -16.7% |
| Q4 2017 | $38,000 | – | 397 | – | 0.03% | – |
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% |