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 | $2,233,149 | +92677.3% | 19,417 | -1.1% | 1.27% | -26.4% |
Q2 2023 | $2,407 | -99.9% | 19,637 | -6.7% | 1.72% | +10.0% |
Q1 2023 | $2,602,487 | -8.7% | 21,037 | -7.7% | 1.56% | -19.2% |
Q4 2022 | $2,850,631 | +10.3% | 22,785 | -1.7% | 1.94% | +7.9% |
Q3 2022 | $2,584,000 | -7.5% | 23,175 | +1.8% | 1.80% | +7.7% |
Q2 2022 | $2,795,000 | -2.1% | 22,775 | +2.2% | 1.67% | +25.9% |
Q1 2022 | $2,854,000 | -0.8% | 22,275 | 0.0% | 1.32% | +5.9% |
Q4 2021 | $2,876,000 | +9.9% | 22,275 | 0.0% | 1.25% | +31.6% |
Q3 2021 | $2,618,000 | -6.2% | 22,275 | -2.4% | 0.95% | -6.2% |
Q2 2021 | $2,791,000 | +9.2% | 22,825 | +5.3% | 1.01% | +1.9% |
Q1 2021 | $2,557,000 | +10.9% | 21,667 | -0.4% | 0.99% | +2.8% |
Q4 2020 | $2,305,000 | +13.4% | 21,757 | -1.0% | 0.97% | -8.2% |
Q3 2020 | $2,032,000 | -1.7% | 21,986 | -3.0% | 1.05% | -8.8% |
Q2 2020 | $2,067,000 | +13.6% | 22,666 | -0.4% | 1.16% | -48.8% |
Q1 2020 | $1,820,000 | -23.1% | 22,765 | +3.6% | 2.26% | +80.6% |
Q4 2019 | $2,367,000 | +4.6% | 21,974 | -0.3% | 1.25% | -17.1% |
Q3 2019 | $2,263,000 | +2.5% | 22,035 | +0.7% | 1.51% | +2.3% |
Q2 2019 | $2,207,000 | +1.4% | 21,885 | +0.0% | 1.47% | -5.6% |
Q1 2019 | $2,177,000 | +9.1% | 21,884 | -1.9% | 1.56% | +0.6% |
Q4 2018 | $1,996,000 | -12.6% | 22,307 | -4.3% | 1.55% | +1.7% |
Q3 2018 | $2,284,000 | +1.8% | 23,321 | -3.7% | 1.52% | -6.0% |
Q2 2018 | $2,244,000 | +4.1% | 24,216 | +2.3% | 1.62% | +3.0% |
Q1 2018 | $2,155,000 | – | 23,661 | – | 1.58% | – |
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% |