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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $9,695,299 | -12.4% | 79,094 | -11.6% | 5.62% | -18.9% |
Q1 2023 | $11,073,780 | -1.8% | 89,514 | -0.7% | 6.94% | -10.2% |
Q4 2022 | $11,274,353 | +27.3% | 90,116 | +13.5% | 7.72% | +12.8% |
Q3 2022 | $8,856,000 | +25.4% | 79,424 | +33.4% | 6.85% | +24.6% |
Q2 2022 | $7,065,000 | +30.8% | 59,525 | +43.2% | 5.50% | +59.8% |
Q1 2022 | $5,402,000 | – | 41,576 | – | 3.44% | – |
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% |