SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,224 | -63.5% | 3,597 | -59.5% | 0.19% | -54.5% |
| Q2 2023 | $1,101,156 | -4.5% | 8,889 | -5.4% | 0.43% | -12.5% |
| Q1 2023 | $1,152,540 | -24.3% | 9,392 | -21.9% | 0.49% | -31.7% |
| Q4 2022 | $1,521,953 | +46.2% | 12,022 | +28.7% | 0.71% | +0.7% |
| Q3 2022 | $1,041,000 | -2.0% | 9,340 | +4.4% | 0.71% | -8.6% |
| Q2 2022 | $1,062,000 | -0.5% | 8,944 | +7.3% | 0.78% | -7.1% |
| Q1 2022 | $1,067,000 | +171.5% | 8,332 | +173.7% | 0.83% | +167.3% |
| Q4 2021 | $393,000 | – | 3,044 | – | 0.31% | – |
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% |