SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,099 filers reported holding SPDR SERIES TRUST in Q1 2024. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $136,719 | -3.1% | 1,075 | 0.0% | 0.07% | 0.0% |
Q1 2024 | $141,083 | +5.0% | 1,075 | 0.0% | 0.07% | 0.0% |
Q4 2023 | $134,343 | +8.7% | 1,075 | 0.0% | 0.07% | 0.0% |
Q3 2023 | $123,636 | -6.2% | 1,075 | 0.0% | 0.07% | -1.4% |
Q2 2023 | $131,774 | +91.9% | 1,075 | +93.7% | 0.07% | +38.0% |
Q1 2023 | $68,659 | – | 555 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,793,913 | $158,116,000 | 31.02% |
Spectrum Asset Management, Inc. (NB/CA) | 194,247 | $17,121,000 | 15.74% |
Jackson, Grant Investment Advisers, Inc. | 193,372 | $17,044,000 | 13.67% |
O'Dell Group, LLC | 161,388 | $14,225,000 | 12.61% |
Stratford Consulting, LLC | 332,007 | $29,263,000 | 11.69% |
Private Vista, LLC | 404,288 | $35,849,000 | 8.91% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 113,177 | $9,975,000 | 8.64% |
Ruggie Capital Group | 125,166 | $10,990,000 | 8.19% |
Threshold Group LLC | 76,034 | $6,702,000 | 6.46% |
Capital Investment Advisors, LLC | 935,800 | $82,481,000 | 6.26% |