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 | $557,559 | -8.1% | 4,848 | -2.0% | 0.24% | -4.8% |
Q2 2023 | $606,682 | -3.7% | 4,949 | -2.9% | 0.25% | -6.4% |
Q1 2023 | $630,278 | -2.8% | 5,095 | -1.7% | 0.26% | +21.6% |
Q4 2022 | $648,684 | +12.4% | 5,185 | +0.3% | 0.22% | -18.7% |
Q3 2022 | $577,000 | -13.2% | 5,171 | +0.3% | 0.27% | +8.9% |
Q2 2022 | $665,000 | +0.8% | 5,155 | +0.0% | 0.25% | +16.6% |
Q1 2022 | $660,000 | -0.6% | 5,154 | +0.3% | 0.21% | +48.6% |
Q4 2021 | $664,000 | -72.8% | 5,139 | -74.0% | 0.14% | -75.7% |
Q3 2021 | $2,442,000 | +1.0% | 19,741 | -0.2% | 0.58% | -21.2% |
Q2 2021 | $2,418,000 | +15.4% | 19,775 | +11.4% | 0.74% | +4.4% |
Q1 2021 | $2,096,000 | +30.7% | 17,757 | +21.0% | 0.71% | +28.2% |
Q4 2020 | $1,604,000 | +210.3% | 14,670 | +162.0% | 0.55% | +106.7% |
Q3 2020 | $517,000 | +4.0% | 5,600 | +2.8% | 0.27% | -22.5% |
Q2 2020 | $497,000 | -73.2% | 5,450 | -76.6% | 0.35% | -77.3% |
Q1 2020 | $1,856,000 | -25.6% | 23,244 | +0.2% | 1.52% | +6.0% |
Q4 2019 | $2,495,000 | +4.9% | 23,199 | +0.1% | 1.44% | -7.4% |
Q3 2019 | $2,379,000 | +16.2% | 23,186 | +12.6% | 1.55% | +11.2% |
Q2 2019 | $2,047,000 | 0.0% | 20,591 | 0.0% | 1.39% | 0.0% |
Q1 2019 | $2,047,000 | +24.8% | 20,591 | +12.4% | 1.39% | +5.2% |
Q4 2018 | $1,640,000 | – | 18,319 | – | 1.32% | – |
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% |