SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,141,014 | -6.7% | 9,921 | -0.6% | 1.16% | -2.6% |
| Q2 2023 | $1,223,471 | +1.0% | 9,981 | +1.9% | 1.20% | -1.1% |
| Q1 2023 | $1,211,245 | -0.7% | 9,791 | +0.5% | 1.21% | -1.5% |
| Q4 2022 | $1,219,447 | +10.9% | 9,747 | -1.2% | 1.23% | +1.6% |
| Q3 2022 | $1,100,000 | -7.1% | 9,867 | -1.1% | 1.21% | +1.1% |
| Q2 2022 | $1,184,000 | -10.1% | 9,977 | -2.9% | 1.19% | +1.5% |
| Q1 2022 | $1,317,000 | -2.7% | 10,277 | -2.0% | 1.18% | -0.7% |
| Q4 2021 | $1,354,000 | – | 10,487 | – | 1.18% | – |
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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% |