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 | $22,658 | -5.9% | 197 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $24,089 | +58.3% | 197 | +60.2% | 0.01% | +75.0% |
| Q1 2023 | $15,216 | -1.1% | 123 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $15,389 | +9.9% | 123 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $14,000 | -6.7% | 123 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $15,000 | -6.2% | 123 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $16,000 | 0.0% | 123 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $16,000 | +14.3% | 123 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $14,000 | -6.7% | 123 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | 0.0% | 123 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $15,000 | +15.4% | 123 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +18.2% | 123 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 123 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $11,000 | +10.0% | 123 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | -23.1% | 123 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $13,000 | 0.0% | 123 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | +8.3% | 123 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 123 | 0.0% | 0.01% | -36.4% |
| Q1 2019 | $12,000 | +9.1% | 123 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $11,000 | – | 123 | – | 0.01% | – |
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% |