SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 887 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $712,602 | -6.2% | 6,196 | -0.0% | 0.46% | -3.0% |
| Q2 2023 | $759,628 | -0.9% | 6,197 | 0.0% | 0.47% | -3.5% |
| Q1 2023 | $766,631 | -1.1% | 6,197 | 0.0% | 0.49% | -11.6% |
| Q4 2022 | $775,307 | +12.2% | 6,197 | 0.0% | 0.55% | -3.2% |
| Q3 2022 | $691,000 | -6.1% | 6,197 | 0.0% | 0.57% | -11.2% |
| Q2 2022 | $736,000 | -1.7% | 6,197 | +6.0% | 0.64% | +7.3% |
| Q1 2022 | $749,000 | -0.8% | 5,845 | -0.1% | 0.60% | +5.8% |
| Q4 2021 | $755,000 | +9.9% | 5,848 | 0.0% | 0.57% | -0.9% |
| Q3 2021 | $687,000 | -3.9% | 5,848 | 0.0% | 0.57% | -3.2% |
| Q2 2021 | $715,000 | +49.3% | 5,848 | +44.2% | 0.59% | +33.2% |
| Q1 2021 | $479,000 | +7.9% | 4,055 | -3.3% | 0.44% | -12.6% |
| Q4 2020 | $444,000 | – | 4,195 | – | 0.51% | – |
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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% |