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 | $1,722,818 | +21.6% | 14,980 | +24.0% | 0.19% | +13.5% |
Q2 2023 | $1,416,515 | -13.3% | 12,076 | -8.5% | 0.17% | -13.2% |
Q1 2023 | $1,632,972 | +71.7% | 13,200 | +73.6% | 0.20% | +57.6% |
Q4 2022 | $951,086 | -24.8% | 7,602 | -33.0% | 0.12% | -41.3% |
Q3 2022 | $1,265,000 | +4.3% | 11,344 | +11.0% | 0.21% | -15.1% |
Q2 2022 | $1,213,000 | -44.9% | 10,217 | -40.5% | 0.25% | -35.0% |
Q1 2022 | $2,200,000 | +212.5% | 17,174 | +215.1% | 0.39% | +238.6% |
Q4 2021 | $704,000 | +21.2% | 5,451 | +10.4% | 0.11% | 0.0% |
Q3 2021 | $581,000 | -16.8% | 4,939 | -13.4% | 0.11% | -16.8% |
Q2 2021 | $698,000 | +11.3% | 5,706 | +8.1% | 0.14% | +5.4% |
Q1 2021 | $627,000 | +35.1% | 5,280 | +20.4% | 0.13% | +17.1% |
Q4 2020 | $464,000 | – | 4,384 | – | 0.11% | – |
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% |