SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,190,515 | -31.0% | 19,046 | -26.4% | 0.09% | -18.4% |
| Q2 2023 | $3,173,589 | +2.6% | 25,890 | +3.5% | 0.11% | -5.0% |
| Q1 2023 | $3,094,206 | -1.3% | 25,012 | -0.1% | 0.12% | -8.4% |
| Q4 2022 | $3,133,458 | +22.5% | 25,046 | +9.2% | 0.13% | +12.9% |
| Q3 2022 | $2,557,000 | -3.3% | 22,940 | +3.0% | 0.12% | -2.5% |
| Q2 2022 | $2,643,000 | -5.5% | 22,271 | +2.0% | 0.12% | +6.2% |
| Q1 2022 | $2,797,000 | +14.6% | 21,834 | +15.5% | 0.11% | -10.4% |
| Q4 2021 | $2,440,000 | +52.2% | 18,900 | +44.1% | 0.12% | +56.2% |
| Q2 2021 | $1,603,372 | +5.4% | 13,112 | +1.7% | 0.08% | -8.0% |
| Q1 2021 | $1,521,678 | +13.6% | 12,892 | +2.0% | 0.09% | -1.1% |
| Q4 2020 | $1,339,198 | +19.8% | 12,642 | +4.5% | 0.09% | -2.2% |
| Q3 2020 | $1,118,252 | +10.4% | 12,102 | +9.0% | 0.09% | +3.4% |
| Q2 2020 | $1,012,529 | +19.4% | 11,102 | +4.5% | 0.09% | -5.4% |
| Q1 2020 | $848,297 | -23.3% | 10,622 | +3.3% | 0.09% | -2.1% |
| Q4 2019 | $1,106,174 | +9.6% | 10,283 | +4.6% | 0.09% | -3.1% |
| Q3 2019 | $1,008,896 | +13.8% | 9,833 | -46.6% | 0.10% | +21.2% |
| Q2 2019 | $886,722 | +19.0% | 18,412 | +145.7% | 0.08% | -1.2% |
| Q1 2019 | $744,909 | +30.4% | 7,493 | +17.4% | 0.08% | +9.5% |
| Q4 2018 | $571,317 | +12.7% | 6,382 | +23.3% | 0.07% | +27.6% |
| Q3 2018 | $507,082 | +33.0% | 5,178 | +25.9% | 0.06% | +18.4% |
| Q2 2018 | $381,182 | +54.1% | 4,112 | +51.6% | 0.05% | +36.1% |
| Q1 2018 | $247,334 | +8.5% | 2,712 | +12.4% | 0.04% | +9.1% |
| Q4 2017 | $227,886 | – | 2,412 | – | 0.03% | – |
Download | ||||||
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% |