SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $208,877 | -55.1% | 1,704 | -54.7% | 0.05% | -58.0% |
| Q1 2023 | $465,026 | -7.6% | 3,759 | -6.6% | 0.11% | -8.9% |
| Q4 2022 | $503,443 | +19.9% | 4,024 | +6.7% | 0.12% | +12.8% |
| Q3 2022 | $420,000 | -8.9% | 3,771 | -2.8% | 0.11% | +28.2% |
| Q2 2022 | $461,000 | +11.6% | 3,881 | +20.5% | 0.08% | +21.4% |
| Q1 2022 | $413,000 | +36.8% | 3,222 | +25.3% | 0.07% | +29.6% |
| Q3 2021 | $302,000 | +6.7% | 2,571 | +11.2% | 0.05% | +1.9% |
| Q2 2021 | $283,000 | +34.1% | 2,313 | +29.3% | 0.05% | +20.5% |
| Q1 2021 | $211,000 | +9.3% | 1,789 | -2.0% | 0.04% | +2.3% |
| Q4 2020 | $193,000 | +9.7% | 1,825 | -4.1% | 0.04% | -4.4% |
| Q3 2020 | $176,000 | +2.3% | 1,903 | +0.7% | 0.04% | -30.8% |
| Q2 2020 | $172,000 | +95.5% | 1,889 | +72.2% | 0.06% | +66.7% |
| Q1 2020 | $88,000 | -52.9% | 1,097 | -37.0% | 0.04% | -47.3% |
| Q4 2019 | $187,000 | – | 1,740 | – | 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% |