SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -48.3% | 1,760 | -44.1% | 0.04% | -25.5% |
| Q1 2022 | $404,000 | -35.3% | 3,150 | -34.9% | 0.06% | -34.5% |
| Q4 2021 | $624,000 | +4.5% | 4,835 | -4.7% | 0.08% | 0.0% |
| Q3 2021 | $597,000 | -27.0% | 5,076 | -24.1% | 0.08% | -33.3% |
| Q2 2021 | $818,000 | +0.5% | 6,686 | -3.0% | 0.13% | -5.3% |
| Q1 2021 | $814,000 | -26.5% | 6,895 | -34.0% | 0.13% | -30.0% |
| Q4 2020 | $1,107,000 | +427.1% | 10,450 | +351.8% | 0.19% | +128.9% |
| Q2 2020 | $210,000 | – | 2,313 | – | 0.08% | – |
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% |