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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $31,000 | +3.3% | 255 | 0.0% | 0.02% | -9.5% |
| Q1 2021 | $30,000 | +11.1% | 255 | 0.0% | 0.02% | +5.0% |
| Q4 2020 | $27,000 | +12.5% | 255 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $24,000 | +4.3% | 255 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $23,000 | +15.0% | 255 | 0.0% | 0.02% | -9.1% |
| Q1 2020 | $20,000 | -25.9% | 255 | 0.0% | 0.02% | -4.3% |
| Q4 2019 | $27,000 | +3.8% | 255 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $26,000 | 0.0% | 255 | 0.0% | 0.02% | +9.1% |
| Q2 2019 | $26,000 | +4.0% | 255 | 0.0% | 0.02% | +69.2% |
| Q1 2019 | $25,000 | +8.7% | 255 | 0.0% | 0.01% | -13.3% |
| Q4 2018 | $23,000 | -8.0% | 255 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $25,000 | +4.2% | 255 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $24,000 | +4.3% | 255 | 0.0% | 0.01% | +7.7% |
| Q1 2018 | $23,000 | -11.5% | 255 | -8.9% | 0.01% | -18.8% |
| Q4 2017 | $26,000 | – | 280 | – | 0.02% | – |
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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% |