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 | $1,145,000 | -6.1% | 9,954 | -0.0% | 0.17% | +19.0% |
| Q2 2023 | $1,220,000 | -0.9% | 9,956 | +0.0% | 0.14% | -7.2% |
| Q1 2023 | $1,231,000 | -1.1% | 9,953 | +0.0% | 0.15% | -14.5% |
| Q4 2022 | $1,245,000 | +12.3% | 9,951 | +0.0% | 0.18% | -5.3% |
| Q3 2022 | $1,109,000 | -7.7% | 9,948 | -1.7% | 0.19% | -13.7% |
| Q2 2022 | $1,201,000 | -7.3% | 10,120 | +0.1% | 0.22% | +5.3% |
| Q1 2022 | $1,295,000 | -15.7% | 10,111 | -15.0% | 0.21% | -12.2% |
| Q4 2021 | $1,537,000 | +9.4% | 11,902 | -0.4% | 0.24% | +3.5% |
| Q3 2021 | $1,405,000 | -4.4% | 11,952 | -0.6% | 0.23% | +5.0% |
| Q2 2021 | $1,470,000 | +2.6% | 12,025 | -0.9% | 0.22% | -10.7% |
| Q1 2021 | $1,433,000 | – | 12,139 | – | 0.24% | – |
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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% |