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 | $472 | +13.5% | 4,100 | +20.8% | 0.04% | +13.9% |
Q2 2023 | $416 | -87.7% | 3,394 | -87.6% | 0.04% | -86.7% |
Q1 2023 | $3,380 | -2.4% | 27,319 | -1.3% | 0.27% | -16.9% |
Q4 2022 | $3,462 | -99.9% | 27,668 | +1.4% | 0.33% | +10.1% |
Q3 2022 | $3,041,000 | +565.4% | 27,274 | +608.8% | 0.30% | +557.8% |
Q2 2022 | $457,000 | +14.0% | 3,848 | +23.0% | 0.04% | +40.6% |
Q1 2022 | $401,000 | +1.3% | 3,128 | +2.0% | 0.03% | +6.7% |
Q4 2021 | $396,000 | +12.2% | 3,066 | +2.2% | 0.03% | 0.0% |
Q3 2021 | $353,000 | +2.6% | 2,999 | +6.6% | 0.03% | +3.4% |
Q2 2021 | $344,000 | +158.6% | 2,814 | +149.5% | 0.03% | +123.1% |
Q1 2021 | $133,000 | -25.7% | 1,128 | -42.6% | 0.01% | -50.0% |
Q2 2020 | $179,000 | +14.0% | 1,964 | 0.0% | 0.03% | -16.1% |
Q1 2020 | $157,000 | -32.0% | 1,964 | -8.5% | 0.03% | -3.1% |
Q4 2019 | $231,000 | +5.0% | 2,147 | 0.0% | 0.03% | -5.9% |
Q3 2019 | $220,000 | +20.2% | 2,147 | +18.5% | 0.03% | +17.2% |
Q2 2019 | $183,000 | -89.9% | 1,812 | +906.7% | 0.03% | +163.6% |
Q1 2019 | $1,807,000 | +90250.0% | 180 | +26.8% | 0.01% | -21.4% |
Q4 2018 | $2,000 | -98.6% | 142 | +14100.0% | 0.01% | -48.1% |
Q3 2018 | $147,000 | -72.4% | 1 | -100.0% | 0.03% | -63.5% |
Q2 2018 | $533,000 | – | 5,747 | – | 0.07% | – |
Download |
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% |