SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 887 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $32,203 | +7.1% | 267 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $30,078 | -7.8% | 267 | 0.0% | 0.02% | -11.1% |
| Q2 2023 | $32,606 | -0.2% | 267 | 0.0% | 0.02% | -10.0% |
| Q1 2023 | $32,673 | -3.1% | 267 | 0.0% | 0.02% | -13.0% |
| Q4 2022 | $33,707 | +5.3% | 267 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $32,000 | 0.0% | 267 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $32,000 | -3.0% | 267 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $33,000 | -5.7% | 267 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $35,000 | +9.4% | 267 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $32,000 | 0.0% | 267 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $32,000 | 0.0% | 267 | 0.0% | 0.02% | -7.7% |
| Q1 2021 | $32,000 | +14.3% | 267 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $28,000 | +12.0% | 267 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $25,000 | +4.2% | 267 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $24,000 | +9.1% | 267 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $22,000 | -24.1% | 267 | 0.0% | 0.03% | -3.6% |
| Q4 2019 | $29,000 | – | 267 | – | 0.03% | – |
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% |