SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $385,285 | -8.5% | 3,350 | -2.5% | 0.10% | -8.7% |
| Q2 2023 | $421,173 | -13.6% | 3,436 | -12.8% | 0.10% | -16.1% |
| Q1 2023 | $487,640 | -1.0% | 3,942 | +0.1% | 0.12% | -8.1% |
| Q4 2022 | $492,661 | +6.2% | 3,938 | -5.4% | 0.14% | +3.8% |
| Q3 2022 | $464,000 | -5.7% | 4,163 | +0.3% | 0.13% | +2.4% |
| Q2 2022 | $492,000 | -7.5% | 4,149 | -0.0% | 0.13% | +1.6% |
| Q1 2022 | $532,000 | +1.5% | 4,150 | -0.0% | 0.12% | +1.6% |
| Q4 2021 | $524,000 | – | 4,151 | – | 0.12% | – |
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% |