SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 770 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,439,942 | +388.1% | 21,215 | +420.2% | 0.16% | +371.4% |
| Q2 2023 | $499,887 | -4.5% | 4,078 | -3.6% | 0.04% | -12.5% |
| Q1 2023 | $523,175 | -3.8% | 4,229 | -2.8% | 0.04% | -24.5% |
| Q4 2022 | $544,109 | +12.4% | 4,349 | 0.0% | 0.05% | +3.9% |
| Q3 2022 | $484,000 | -1.6% | 4,349 | +4.8% | 0.05% | +10.9% |
| Q2 2022 | $492,000 | -7.3% | 4,149 | 0.0% | 0.05% | +2.2% |
| Q1 2022 | $531,000 | +12.7% | 4,149 | +13.7% | 0.04% | +12.5% |
| Q4 2021 | $471,000 | +31.6% | 3,649 | +19.7% | 0.04% | 0.0% |
| Q3 2021 | $358,000 | -7.7% | 3,049 | -4.1% | 0.04% | -14.9% |
| Q2 2021 | $388,000 | +17.6% | 3,179 | +13.4% | 0.05% | -11.3% |
| Q1 2021 | $330,000 | +11.1% | 2,804 | 0.0% | 0.05% | -14.5% |
| Q4 2020 | $297,000 | +5.3% | 2,804 | -8.2% | 0.06% | -10.1% |
| Q3 2020 | $282,000 | +32.4% | 3,054 | +30.5% | 0.07% | +13.1% |
| Q2 2020 | $213,000 | -4.5% | 2,340 | -16.3% | 0.06% | -19.7% |
| Q1 2020 | $223,000 | – | 2,795 | – | 0.08% | – |
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% |