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 | $456,566 | -6.0% | 3,970 | +0.2% | 0.14% | -4.2% |
| Q2 2023 | $485,641 | +7.6% | 3,962 | +8.5% | 0.14% | +1.4% |
| Q1 2023 | $451,546 | -0.8% | 3,650 | +0.4% | 0.14% | -17.9% |
| Q4 2022 | $455,038 | +12.9% | 3,637 | +0.5% | 0.17% | +4.2% |
| Q3 2022 | $403,000 | -5.6% | 3,618 | +0.4% | 0.17% | -8.8% |
| Q2 2022 | $427,000 | -18.8% | 3,602 | -12.2% | 0.18% | 0.0% |
| Q1 2022 | $526,000 | -11.1% | 4,102 | -10.5% | 0.18% | -12.5% |
| Q4 2021 | $592,000 | -23.4% | 4,583 | -30.3% | 0.21% | -32.9% |
| Q3 2021 | $773,000 | +6.6% | 6,579 | +11.0% | 0.31% | +0.6% |
| Q2 2021 | $725,000 | +4.0% | 5,928 | +0.4% | 0.31% | -9.1% |
| Q1 2021 | $697,000 | +121.3% | 5,906 | +98.6% | 0.34% | +79.4% |
| Q4 2020 | $315,000 | +28.6% | 2,974 | +12.2% | 0.19% | +4.4% |
| Q3 2020 | $245,000 | -17.5% | 2,651 | -18.6% | 0.18% | -14.2% |
| Q2 2020 | $297,000 | +4.9% | 3,257 | -8.3% | 0.21% | +1.4% |
| Q1 2020 | $283,000 | -30.6% | 3,553 | -6.4% | 0.21% | -30.4% |
| Q4 2019 | $408,000 | – | 3,795 | – | 0.30% | – |
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% |