SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $287,000 | -56.5% | 3,152 | -57.5% | 0.25% | -48.7% |
| Q2 2017 | $660,000 | +135.7% | 7,425 | +134.1% | 0.50% | +107.1% |
| Q1 2017 | $280,000 | -77.1% | 3,172 | -77.8% | 0.24% | -77.5% |
| Q4 2016 | $1,222,000 | +13.4% | 14,280 | +11.8% | 1.06% | -3.6% |
| Q3 2016 | $1,078,000 | +27.7% | 12,774 | +27.0% | 1.10% | +42.7% |
| Q2 2016 | $844,000 | +17.9% | 10,057 | +12.2% | 0.77% | +9.6% |
| Q1 2016 | $716,000 | +13.1% | 8,966 | +4.7% | 0.70% | +11.6% |
| Q4 2015 | $633,000 | – | 8,562 | – | 0.63% | – |
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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% |