SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 988 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $488,307 | -6.1% | 3,868 | -4.9% | 0.22% | -4.9% |
Q1 2024 | $519,937 | +2.3% | 4,066 | -0.8% | 0.23% | -11.7% |
Q4 2023 | $508,138 | +9.5% | 4,098 | +0.0% | 0.26% | +0.4% |
Q3 2023 | $463,957 | -20.3% | 4,096 | -14.8% | 0.26% | -12.4% |
Q2 2023 | $582,371 | -12.9% | 4,807 | -9.0% | 0.29% | -17.6% |
Q4 2022 | $668,754 | +85.8% | 5,282 | +63.7% | 0.35% | +129.2% |
Q3 2022 | $360,000 | +18.0% | 3,226 | +25.7% | 0.15% | +41.3% |
Q2 2022 | $305,000 | +39.3% | 2,567 | +49.9% | 0.11% | +38.0% |
Q1 2022 | $219,000 | +461.5% | 1,712 | +470.7% | 0.08% | +393.8% |
Q4 2021 | $39,000 | -58.5% | 300 | -62.5% | 0.02% | -68.0% |
Q3 2021 | $94,000 | +571.4% | 800 | +510.7% | 0.05% | +455.6% |
Q4 2020 | $14,000 | -53.3% | 131 | -55.9% | 0.01% | -78.0% |
Q3 2019 | $30,000 | – | 297 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,543,157 | $111,354,000 | 29.72% |
Avidian Wealth Enterprises, LLC | 593,369 | $42,818,000 | 26.76% |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 859,549 | $62,025,000 | 25.52% |
Spectrum Asset Management, Inc. (NB/CA) | 146,945 | $10,604,000 | 12.43% |
Stratford Consulting, LLC | 293,936 | $21,210,000 | 11.37% |
Ruggie Capital Group | 146,895 | $11,386,000 | 10.80% |
Berkshire Money Management, Inc. | 312,039 | $24,589,000 | 7.54% |
Klingman & Associates, LLC | 258,809 | $18,675,000 | 7.32% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 126,566 | $9,133,000 | 6.44% |
Capital Investment Advisors, LLC | 758,185 | $54,711,000 | 6.14% |