SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 982 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $551,255 | -2.5% | 4,793 | +3.9% | 0.37% | -6.9% |
| Q2 2023 | $565,396 | -0.2% | 4,612 | +0.8% | 0.39% | -11.3% |
| Q1 2023 | $566,276 | -0.4% | 4,577 | +0.7% | 0.44% | -13.0% |
| Q4 2022 | $568,396 | +13.0% | 4,543 | +0.7% | 0.51% | +2.2% |
| Q3 2022 | $503,000 | -5.5% | 4,511 | +0.7% | 0.50% | -0.8% |
| Q2 2022 | $532,000 | -6.7% | 4,481 | +0.6% | 0.50% | +38.7% |
| Q1 2022 | $570,000 | -0.9% | 4,453 | 0.0% | 0.36% | +8.7% |
| Q4 2021 | $575,000 | +9.9% | 4,453 | +0.0% | 0.33% | +3.4% |
| Q3 2021 | $523,000 | -3.9% | 4,452 | 0.0% | 0.32% | -0.9% |
| Q2 2021 | $544,000 | +3.6% | 4,452 | +0.0% | 0.32% | -6.1% |
| Q1 2021 | $525,000 | +7.1% | 4,451 | -3.7% | 0.35% | +2.4% |
| Q4 2020 | $490,000 | +14.8% | 4,624 | +0.0% | 0.34% | -1.5% |
| Q3 2020 | $427,000 | +1.2% | 4,623 | 0.0% | 0.34% | -5.8% |
| Q2 2020 | $422,000 | +9.9% | 4,623 | -4.0% | 0.36% | -8.5% |
| Q1 2020 | $384,000 | -28.4% | 4,814 | -3.4% | 0.40% | +24.0% |
| Q4 2019 | $536,000 | +5.1% | 4,981 | 0.0% | 0.32% | -29.0% |
| Q3 2019 | $510,000 | +1.2% | 4,981 | -0.3% | 0.45% | -10.0% |
| Q2 2019 | $504,000 | -5.8% | 4,994 | -7.2% | 0.50% | +123.1% |
| Q1 2019 | $535,000 | +1.3% | 5,381 | -8.8% | 0.22% | -59.1% |
| Q4 2018 | $528,000 | -9.1% | 5,900 | -0.6% | 0.55% | +1.5% |
| Q3 2018 | $581,000 | -15.6% | 5,934 | -21.3% | 0.54% | -5.6% |
| Q1 2018 | $688,000 | -21.4% | 7,539 | -18.6% | 0.57% | -20.2% |
| Q4 2017 | $875,000 | – | 9,257 | – | 0.72% | – |
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% |