SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $71 | -1.4% | 570 | 0.0% | 0.03% | -12.1% |
| Q4 2022 | $72 | -99.9% | 570 | -0.9% | 0.03% | +3.1% |
| Q3 2022 | $66,000 | -2.9% | 575 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $68,000 | -8.1% | 575 | 0.0% | 0.03% | +6.5% |
| Q1 2022 | $74,000 | 0.0% | 575 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $74,000 | +8.8% | 575 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $68,000 | -2.9% | 575 | 0.0% | 0.03% | -6.1% |
| Q2 2021 | $70,000 | +2.9% | 575 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $68,000 | +11.5% | 575 | 0.0% | 0.04% | +6.1% |
| Q4 2020 | $61,000 | +15.1% | 575 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $53,000 | +1.9% | 575 | 0.0% | 0.03% | -8.1% |
| Q2 2020 | $52,000 | +13.0% | 575 | 0.0% | 0.04% | -2.6% |
| Q1 2020 | $46,000 | -25.8% | 575 | 0.0% | 0.04% | -17.4% |
| Q4 2019 | $62,000 | +5.1% | 575 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $59,000 | +1.7% | 575 | 0.0% | 0.05% | -4.2% |
| Q2 2019 | $58,000 | +1.8% | 575 | 0.0% | 0.05% | -4.0% |
| Q1 2019 | $57,000 | +11.8% | 575 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $51,000 | – | 575 | – | 0.05% | – |
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% |