SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 982 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,380,124 | -7.6% | 12,000 | -1.5% | 0.03% | 0.0% |
| Q2 2023 | $1,492,984 | -6.0% | 12,180 | -5.1% | 0.03% | -18.8% |
| Q1 2023 | $1,588,196 | -0.5% | 12,838 | +0.6% | 0.03% | -8.6% |
| Q4 2022 | $1,596,662 | +26.6% | 12,762 | +12.8% | 0.04% | +20.7% |
| Q3 2022 | $1,261,000 | +55.9% | 11,312 | +65.9% | 0.03% | +61.1% |
| Q2 2022 | $809,000 | -14.7% | 6,818 | -7.9% | 0.02% | +5.9% |
| Q1 2022 | $948,000 | +0.2% | 7,401 | +1.0% | 0.02% | +6.2% |
| Q4 2021 | $946,000 | +13.0% | 7,326 | +2.9% | 0.02% | +6.7% |
| Q3 2021 | $837,000 | -3.8% | 7,118 | +0.0% | 0.02% | -6.2% |
| Q2 2021 | $870,000 | +9.7% | 7,117 | +5.9% | 0.02% | +6.7% |
| Q1 2021 | $793,000 | +11.4% | 6,722 | +0.0% | 0.02% | +7.1% |
| Q4 2020 | $712,000 | +14.7% | 6,721 | +0.0% | 0.01% | -6.7% |
| Q3 2020 | $621,000 | +1.3% | 6,720 | +0.0% | 0.02% | 0.0% |
| Q2 2020 | $613,000 | +14.4% | 6,718 | +0.0% | 0.02% | -6.2% |
| Q1 2020 | $536,000 | -25.8% | 6,717 | +0.0% | 0.02% | 0.0% |
| Q4 2019 | $722,000 | +4.8% | 6,716 | +0.0% | 0.02% | 0.0% |
| Q3 2019 | $689,000 | -5.1% | 6,714 | -6.8% | 0.02% | -5.9% |
| Q2 2019 | $726,000 | +1.4% | 7,200 | +0.0% | 0.02% | +6.2% |
| Q1 2019 | $716,000 | +11.2% | 7,199 | +0.0% | 0.02% | -5.9% |
| Q4 2018 | $644,000 | -37.7% | 7,197 | -31.8% | 0.02% | -19.0% |
| Q3 2018 | $1,034,000 | -9.5% | 10,560 | -14.3% | 0.02% | -8.7% |
| Q2 2018 | $1,142,000 | +1.7% | 12,317 | +0.0% | 0.02% | +4.5% |
| Q1 2018 | $1,123,000 | +72.0% | 12,316 | +78.2% | 0.02% | +69.2% |
| Q4 2017 | $653,000 | +14.4% | 6,913 | +10.5% | 0.01% | +18.2% |
| Q3 2017 | $571,000 | +2.7% | 6,257 | +0.0% | 0.01% | 0.0% |
| Q2 2017 | $556,000 | – | 6,254 | – | 0.01% | – |
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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% |