SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,338 | +8.0% | 229 | +15.1% | 0.01% | +20.0% |
| Q2 2023 | $24,394 | -0.9% | 199 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $24,619 | -34.2% | 199 | -33.4% | 0.01% | -37.5% |
| Q4 2022 | $37,408 | -33.2% | 299 | -40.1% | 0.01% | -42.9% |
| Q3 2022 | $56,000 | -8.2% | 499 | -2.5% | 0.01% | -6.7% |
| Q2 2022 | $61,000 | -17.6% | 512 | -11.3% | 0.02% | -6.2% |
| Q1 2022 | $74,000 | +131.2% | 577 | +122.8% | 0.02% | +128.6% |
| Q2 2021 | $32,000 | +966.7% | 259 | +763.3% | 0.01% | +600.0% |
| Q4 2020 | $3,000 | -50.0% | 30 | -60.0% | 0.00% | -50.0% |
| Q1 2020 | $6,000 | -25.0% | 75 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $8,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | +14.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | – | 75 | – | 0.00% | – |
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% |