SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,334 | -40.2% | 1,881 | -36.3% | 0.07% | +1.4% |
| Q2 2023 | $361,734 | -0.9% | 2,951 | 0.0% | 0.07% | -5.3% |
| Q1 2023 | $365,068 | -1.1% | 2,951 | 0.0% | 0.08% | -5.1% |
| Q4 2022 | $369,200 | +12.2% | 2,951 | 0.0% | 0.08% | +2.6% |
| Q3 2022 | $329,000 | -6.0% | 2,951 | 0.0% | 0.08% | +8.5% |
| Q2 2022 | $350,000 | -7.4% | 2,951 | 0.0% | 0.07% | +12.7% |
| Q1 2022 | $378,000 | -0.8% | 2,951 | 0.0% | 0.06% | +3.3% |
| Q4 2021 | $381,000 | +9.8% | 2,951 | 0.0% | 0.06% | -31.5% |
| Q3 2021 | $347,000 | -20.0% | 2,951 | -16.9% | 0.09% | -20.5% |
| Q2 2021 | $434,000 | +24.7% | 3,551 | +20.3% | 0.11% | -5.9% |
| Q1 2021 | $348,000 | +11.2% | 2,951 | 0.0% | 0.12% | +80.3% |
| Q4 2020 | $313,000 | – | 2,951 | – | 0.07% | – |
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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% |