SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,844,530 | -6.1% | 16,038 | +0.1% | 0.24% | -2.0% |
| Q2 2023 | $1,964,099 | -0.9% | 16,023 | 0.0% | 0.24% | -6.5% |
| Q1 2023 | $1,982,205 | -2.3% | 16,023 | -1.2% | 0.26% | -8.1% |
| Q4 2022 | $2,029,660 | +12.2% | 16,223 | 0.0% | 0.28% | -2.7% |
| Q3 2022 | $1,809,000 | -6.1% | 16,223 | 0.0% | 0.29% | -2.3% |
| Q2 2022 | $1,926,000 | -7.3% | 16,223 | 0.0% | 0.30% | +3.1% |
| Q1 2022 | $2,078,000 | +1.7% | 16,223 | +2.5% | 0.29% | +0.7% |
| Q4 2021 | $2,043,000 | +9.8% | 15,823 | 0.0% | 0.29% | -0.3% |
| Q3 2021 | $1,860,000 | -3.9% | 15,823 | 0.0% | 0.29% | -4.6% |
| Q2 2021 | $1,935,000 | -3.0% | 15,823 | -6.3% | 0.30% | -6.2% |
| Q1 2021 | $1,994,000 | +11.5% | 16,893 | 0.0% | 0.32% | +1.2% |
| Q4 2020 | $1,789,000 | +0.6% | 16,893 | -12.2% | 0.32% | -4.8% |
| Q3 2020 | $1,779,000 | -1.1% | 19,248 | -2.4% | 0.34% | -8.2% |
| Q2 2020 | $1,799,000 | – | 19,723 | – | 0.37% | – |
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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% |