SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,073 filers reported holding SPDR SERIES TRUST in Q2 2024. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,290,000 | -4.7% | 65,381 | +1.4% | 6.14% | +1.5% |
| Q2 2022 | $7,651,000 | -5.5% | 64,460 | +2.0% | 6.05% | +15.3% |
| Q1 2022 | $8,095,000 | -1.6% | 63,185 | -0.8% | 5.25% | +5.5% |
| Q4 2021 | $8,223,000 | +6.8% | 63,682 | -2.8% | 4.97% | +1.3% |
| Q3 2021 | $7,701,000 | -3.9% | 65,509 | 0.0% | 4.90% | -3.0% |
| Q2 2021 | $8,010,000 | – | 65,509 | – | 5.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,543,157 | $111,354,000 | 29.72% |
| Avidian Wealth Enterprises, LLC | 593,369 | $42,818,000 | 26.76% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 859,549 | $62,025,000 | 25.52% |
| Spectrum Asset Management, Inc. (NB/CA) | 146,945 | $10,604,000 | 12.43% |
| Stratford Consulting, LLC | 293,936 | $21,210,000 | 11.37% |
| Ruggie Capital Group | 146,895 | $11,386,000 | 10.80% |
| Berkshire Money Management, Inc. | 312,039 | $24,589,000 | 7.54% |
| Klingman & Associates, LLC | 258,809 | $18,675,000 | 7.32% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 126,566 | $9,133,000 | 6.44% |
| Capital Investment Advisors, LLC | 758,185 | $54,711,000 | 6.14% |