COMMONWEALTH EQUITY SERVICES, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 872 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
COMMONWEALTH EQUITY SERVICES, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$146,829
-11.1%
1,276,662
-5.2%
0.30%
-9.5%
Q2 2023$165,155
-4.1%
1,347,323
-3.2%
0.34%
-6.9%
Q1 2023$172,139
-0.1%
1,391,472
+1.0%
0.36%
-12.8%
Q4 2022$172,289
-99.9%
1,377,101
+2.6%
0.41%
+7.3%
Q3 2022$149,683,000
-5.0%
1,342,450
+1.2%
0.39%
-5.9%
Q2 2022$157,508,000
-3.6%
1,327,061
+4.0%
0.41%
+9.6%
Q1 2022$163,473,000
+6.0%
1,276,041
+6.8%
0.37%
+7.8%
Q4 2021$154,222,000
+15.1%
1,194,411
+4.8%
0.35%
+3.3%
Q3 2021$134,033,000
-2.3%
1,140,225
+1.6%
0.34%
-3.4%
Q2 2021$137,244,000
+7.8%
1,122,376
+4.1%
0.35%
-3.3%
Q1 2021$127,312,000
+13.9%
1,078,642
+2.3%
0.36%
+7.1%
Q4 2020$111,741,000
+13.0%
1,054,860
-1.4%
0.34%
-0.6%
Q3 2020$98,868,000
-2.0%
1,070,005
-3.3%
0.34%
-11.3%
Q2 2020$100,879,000
+8.2%
1,106,129
-5.2%
0.38%
-12.2%
Q1 2020$93,209,000
-35.4%
1,167,160
-13.0%
0.43%
-20.9%
Q4 2019$144,354,000
+9.1%
1,341,963
+4.1%
0.55%
-2.7%
Q3 2019$132,300,000
+4.8%
1,289,477
+3.0%
0.56%
+1.4%
Q2 2019$126,297,000
+9.1%
1,251,953
+7.5%
0.56%
+4.1%
Q1 2019$115,729,000
+27.3%
1,164,161
+14.7%
0.53%
+10.6%
Q4 2018$90,897,000
+2.6%
1,015,383
+12.2%
0.48%
+13.9%
Q3 2018$88,631,000
+11.4%
905,051
+5.5%
0.42%
+1.9%
Q2 2018$79,545,000
-0.5%
858,092
-2.1%
0.42%
-4.1%
Q1 2018$79,949,000
-4.0%
876,640
-0.5%
0.43%
-4.6%
Q4 2017$83,257,000881,2110.46%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,517,293$115,633,00029.64%
GRAY FINANCIAL GROUP /GA /ADV /ADV 898,301$68,459,00025.09%
Avidian Wealth Solutions, LLC 583,313$44,454,00018.54%
Stratford Consulting, LLC 294,631$22,454,00011.24%
Callan Capital, LLC 616,724$47,001,0009.86%
Ruggie Capital Group 156,097$12,039,0009.83%
Spectrum Asset Management, Inc. (NB/CA) 144,600$11,020,0009.50%
Berkshire Money Management, Inc. 367,152$27,981,0008.23%
Klingman & Associates, LLC 258,489$19,699,0007.75%
EisnerAmper Wealth Management Corporate Benefits, LLC 131,295$10,006,0007.70%
View complete list of SPDR SERIES TRUST shareholders