SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,781 | -1.4% | 2,537 | +5.1% | 0.03% | +3.0% |
| Q2 2023 | $295,908 | -4.7% | 2,414 | -3.8% | 0.03% | -8.3% |
| Q1 2023 | $310,512 | +1.9% | 2,510 | +3.1% | 0.04% | -5.3% |
| Q4 2022 | $304,642 | +12.4% | 2,435 | 0.0% | 0.04% | +2.7% |
| Q3 2022 | $271,000 | +34.2% | 2,435 | +43.0% | 0.04% | +42.3% |
| Q2 2022 | $202,000 | -19.2% | 1,703 | -19.8% | 0.03% | -29.7% |
| Q1 2021 | $250,000 | +7.3% | 2,124 | -3.6% | 0.04% | +2.8% |
| Q4 2020 | $233,000 | +12.6% | 2,204 | -2.0% | 0.04% | +2.9% |
| Q3 2020 | $207,000 | +0.5% | 2,249 | -0.7% | 0.04% | -5.4% |
| Q2 2020 | $206,000 | -8.8% | 2,265 | -29.7% | 0.04% | -21.3% |
| Q1 2020 | $226,000 | -87.4% | 3,220 | -80.7% | 0.05% | -85.6% |
| Q4 2019 | $1,796,000 | +8.8% | 16,705 | +3.8% | 0.33% | +4.5% |
| Q3 2019 | $1,651,000 | +9.0% | 16,097 | +7.2% | 0.31% | +3.3% |
| Q2 2019 | $1,515,000 | +15.0% | 15,021 | +13.4% | 0.30% | +10.2% |
| Q1 2019 | $1,317,000 | -15.6% | 13,251 | -14.6% | 0.28% | -21.7% |
| Q4 2018 | $1,561,000 | – | 15,518 | – | 0.35% | – |
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% |