SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,118 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $755,418 | -1.9% | 5,938 | +0.8% | 0.26% | -7.8% |
| Q1 2024 | $770,216 | +6.9% | 5,893 | +2.2% | 0.28% | -1.4% |
| Q4 2023 | $720,432 | -79.4% | 5,764 | -81.0% | 0.29% | -82.2% |
| Q3 2023 | $3,495,597 | -56.2% | 30,390 | -53.3% | 1.61% | -48.8% |
| Q2 2023 | $7,974,838 | +0.9% | 65,059 | +1.8% | 3.14% | -7.9% |
| Q1 2023 | $7,905,239 | -13.4% | 63,889 | -12.4% | 3.41% | -37.0% |
| Q4 2022 | $9,126,715 | – | 72,943 | – | 5.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,543,157 | $111,354,000 | 29.72% |
| Avidian Wealth Enterprises, LLC | 593,369 | $42,818,000 | 26.76% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 859,549 | $62,025,000 | 25.52% |
| Spectrum Asset Management, Inc. (NB/CA) | 146,945 | $10,604,000 | 12.43% |
| Stratford Consulting, LLC | 293,936 | $21,210,000 | 11.37% |
| Ruggie Capital Group | 146,895 | $11,386,000 | 10.80% |
| Berkshire Money Management, Inc. | 312,039 | $24,589,000 | 7.54% |
| Klingman & Associates, LLC | 258,809 | $18,675,000 | 7.32% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 126,566 | $9,133,000 | 6.44% |
| Capital Investment Advisors, LLC | 758,185 | $54,711,000 | 6.14% |