SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 887 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,277 | -6.2% | 185 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,677 | -0.9% | 185 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,886 | +99404.3% | 185 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $23 | -99.9% | 185 | -40.1% | 0.01% | -38.1% |
| Q3 2022 | $35,000 | -5.4% | 309 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $37,000 | -7.5% | 309 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $40,000 | 0.0% | 309 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $40,000 | +11.1% | 309 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $36,000 | -5.3% | 309 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $38,000 | +153.3% | 309 | +149.2% | 0.02% | +150.0% |
| Q1 2021 | $15,000 | +15.4% | 124 | +0.8% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +550.0% | 123 | +392.0% | 0.01% | +300.0% |
| Q1 2020 | $2,000 | 0.0% | 25 | +66.7% | 0.00% | +100.0% |
| Q4 2019 | $2,000 | – | 15 | – | 0.00% | – |
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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% |