SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 866 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,784 | +151.3% | 720 | +166.7% | 0.05% | +142.9% |
| Q1 2023 | $32,940 | -68.5% | 270 | -67.9% | 0.02% | -32.3% |
| Q4 2022 | $104,591 | +11.3% | 842 | 0.0% | 0.03% | +3.3% |
| Q3 2022 | $94,000 | +193.8% | 842 | +211.9% | 0.03% | +30.4% |
| Q2 2022 | $32,000 | -8.6% | 270 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $35,000 | 0.0% | 270 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $35,000 | +9.4% | 270 | 0.0% | 0.02% | +4.8% |
| Q3 2021 | $32,000 | -51.5% | 270 | -50.0% | 0.02% | -16.0% |
| Q2 2021 | $66,000 | +106.2% | 540 | +100.0% | 0.02% | -3.8% |
| Q1 2021 | $32,000 | – | 270 | – | 0.03% | – |
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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% |