SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $376,081 | -23.7% | 3,006 | -25.5% | 0.15% | -20.7% |
| Q2 2021 | $493,000 | +52.2% | 4,034 | +34.1% | 0.19% | -4.5% |
| Q4 2019 | $324,000 | +16.5% | 3,008 | +11.0% | 0.20% | +1.5% |
| Q3 2019 | $278,000 | -3.5% | 2,709 | -5.0% | 0.20% | -2.5% |
| Q2 2019 | $288,000 | +2.1% | 2,851 | +0.4% | 0.20% | -35.8% |
| Q1 2019 | $282,000 | +80.8% | 2,839 | +63.3% | 0.32% | +132.1% |
| Q4 2018 | $156,000 | – | 1,738 | – | 0.14% | – |
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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% |