SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $454,263 | +98868.0% | 3,672 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $459 | -99.9% | 3,672 | -50.0% | 0.01% | 0.0% |
| Q3 2022 | $409,409 | -28.9% | 7,344 | +51.2% | 0.01% | -26.3% |
| Q2 2022 | $576,000 | +947.3% | 4,857 | +590.9% | 0.02% | +533.3% |
| Q1 2015 | $55,000 | -74.8% | 703 | -74.6% | 0.00% | -78.6% |
| Q4 2014 | $218,000 | +5.3% | 2,766 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $207,000 | -17.2% | 2,766 | -15.3% | 0.01% | -26.3% |
| Q2 2014 | $250,000 | – | 3,266 | – | 0.02% | – |
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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% |