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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $229,111 | +2.2% | 1,852 | +3.3% | 0.06% | +1.7% |
| Q4 2022 | $224,197 | -56.8% | 1,792 | -59.4% | 0.06% | -47.8% |
| Q3 2021 | $519,000 | +7.9% | 4,414 | +12.2% | 0.12% | +0.9% |
| Q2 2021 | $481,000 | +37.8% | 3,934 | +19.1% | 0.11% | +20.0% |
| Q4 2020 | $349,000 | +23.3% | 3,303 | +7.8% | 0.10% | +26.7% |
| Q3 2020 | $283,000 | +22.5% | 3,063 | +20.7% | 0.08% | +17.2% |
| Q2 2020 | $231,000 | -22.2% | 2,538 | -8.2% | 0.06% | -17.9% |
| Q4 2019 | $297,000 | – | 2,765 | – | 0.08% | – |
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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% |