SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $289,779 | -0.9% | 2,364 | 0.0% | 0.25% | -10.0% |
Q1 2023 | $292,450 | -1.0% | 2,364 | +0.1% | 0.28% | -8.5% |
Q4 2022 | $295,510 | +15.9% | 2,362 | +3.2% | 0.30% | -12.4% |
Q3 2022 | $255,000 | -6.2% | 2,288 | 0.0% | 0.35% | -0.9% |
Q2 2022 | $272,000 | -7.2% | 2,288 | 0.0% | 0.35% | -1.1% |
Q1 2022 | $293,000 | -0.7% | 2,288 | 0.0% | 0.36% | +4.7% |
Q4 2021 | $295,000 | – | 2,288 | – | 0.34% | – |
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% |