SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 982 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $328,929 | -10.5% | 2,860 | -4.6% | 0.05% | -4.1% |
Q2 2023 | $367,572 | -0.9% | 2,999 | -0.0% | 0.05% | -9.3% |
Q1 2023 | $371,085 | +9.1% | 3,000 | +10.4% | 0.05% | 0.0% |
Q4 2022 | $340,000 | +21.4% | 2,718 | +8.1% | 0.05% | +17.4% |
Q3 2022 | $280,000 | -4.8% | 2,514 | +1.4% | 0.05% | +21.1% |
Q2 2022 | $294,000 | -1.7% | 2,479 | +6.2% | 0.04% | -13.6% |
Q1 2022 | $299,000 | -0.7% | 2,335 | +0.1% | 0.04% | +2.3% |
Q4 2021 | $301,000 | +9.9% | 2,332 | -0.0% | 0.04% | +2.4% |
Q3 2021 | $274,000 | -7.1% | 2,333 | -3.3% | 0.04% | -12.5% |
Q2 2021 | $295,000 | +3.9% | 2,412 | +0.4% | 0.05% | -5.9% |
Q1 2021 | $284,000 | +1.1% | 2,402 | -9.5% | 0.05% | -10.5% |
Q4 2020 | $281,000 | – | 2,654 | – | 0.06% | – |
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% |