SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 872 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $379 | -6.2% | 3,293 | 0.0% | 0.14% | -10.6% |
Q2 2023 | $404 | -0.7% | 3,293 | 0.0% | 0.15% | 0.0% |
Q1 2023 | $407 | -1.2% | 3,293 | 0.0% | 0.15% | -7.9% |
Q4 2022 | $412 | -99.8% | 3,293 | +52.6% | 0.16% | +45.1% |
Q3 2022 | $241,000 | -6.9% | 2,158 | -0.9% | 0.11% | +1.8% |
Q2 2022 | $259,000 | -7.2% | 2,178 | 0.0% | 0.11% | +9.9% |
Q1 2022 | $279,000 | +55.9% | 2,178 | +57.3% | 0.10% | +62.9% |
Q4 2021 | $179,000 | +7.8% | 1,385 | -1.6% | 0.06% | -4.6% |
Q3 2021 | $166,000 | -3.5% | 1,408 | 0.0% | 0.06% | -5.8% |
Q2 2021 | $172,000 | +12.4% | 1,408 | +8.9% | 0.07% | -11.5% |
Q1 2021 | $153,000 | +11.7% | 1,293 | 0.0% | 0.08% | +6.8% |
Q4 2020 | $137,000 | +15.1% | 1,293 | 0.0% | 0.07% | +2.8% |
Q3 2020 | $119,000 | +0.8% | 1,293 | 0.0% | 0.07% | -9.0% |
Q2 2020 | $118,000 | +14.6% | 1,293 | 0.0% | 0.08% | -15.2% |
Q1 2020 | $103,000 | -67.2% | 1,293 | -55.6% | 0.09% | -60.5% |
Q4 2019 | $314,000 | +26.6% | 2,915 | +20.4% | 0.23% | +22.6% |
Q3 2019 | $248,000 | +1.6% | 2,421 | 0.0% | 0.19% | -3.1% |
Q2 2019 | $244,000 | -6.2% | 2,421 | -7.6% | 0.20% | -11.3% |
Q1 2019 | $260,000 | – | 2,620 | – | 0.22% | – |
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% |