SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,980,505 | -17.1% | 34,610 | -11.6% | 1.69% | -13.9% |
| Q2 2023 | $4,801,332 | -4.3% | 39,169 | -3.4% | 1.96% | -10.4% |
| Q1 2023 | $5,018,030 | +11.6% | 40,563 | +12.8% | 2.19% | +5.3% |
| Q4 2022 | $4,498,205 | +38.1% | 35,954 | +23.1% | 2.08% | +23.8% |
| Q3 2022 | $3,256,692 | +7.8% | 29,208 | +14.7% | 1.68% | +11.3% |
| Q2 2022 | $3,021,373 | -5.2% | 25,456 | +2.3% | 1.51% | +9.7% |
| Q1 2022 | $3,187,761 | -15.9% | 24,883 | -15.2% | 1.38% | -9.7% |
| Q4 2021 | $3,790,188 | – | 29,354 | – | 1.52% | – |
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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% |