SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,268 | -6.2% | 1,750 | 0.0% | 0.02% | -8.7% |
| Q2 2023 | $214,515 | -0.9% | 1,750 | 0.0% | 0.02% | -8.0% |
| Q1 2023 | $216,493 | -1.1% | 1,750 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $218,943 | +5.3% | 1,750 | 0.0% | 0.03% | -15.6% |
| Q2 2022 | $208,000 | -8.4% | 1,750 | 0.0% | 0.03% | -5.9% |
| Q1 2022 | $227,000 | +0.4% | 1,750 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $226,000 | +9.7% | 1,750 | 0.0% | 0.03% | -5.6% |
| Q3 2021 | $206,000 | -12.7% | 1,750 | -9.3% | 0.04% | -21.7% |
| Q2 2021 | $236,000 | +3.5% | 1,930 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $228,000 | -30.3% | 1,930 | -37.4% | 0.05% | -39.0% |
| Q4 2020 | $327,000 | +14.7% | 3,085 | 0.0% | 0.08% | -4.9% |
| Q3 2020 | $285,000 | -1.4% | 3,085 | -2.7% | 0.08% | -3.6% |
| Q2 2020 | $289,000 | +4.0% | 3,170 | -9.0% | 0.08% | -16.8% |
| Q1 2020 | $278,000 | -25.9% | 3,485 | 0.0% | 0.10% | -14.4% |
| Q4 2019 | $375,000 | – | 3,485 | – | 0.12% | – |
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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% |