SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,675 | +289.8% | 4,362 | +315.4% | 0.01% | +300.0% |
| Q2 2023 | $128,709 | -0.9% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $129,896 | -1.1% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $131,366 | +12.3% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $117,000 | +31.5% | 1,050 | +40.0% | 0.00% | +50.0% |
| Q2 2022 | $89,000 | -7.3% | 750 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $96,000 | -1.0% | 750 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $97,000 | +10.2% | 750 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $88,000 | -4.3% | 750 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $92,000 | -87.8% | 750 | -88.3% | 0.00% | -90.0% |
| Q1 2021 | $756,000 | +11.3% | 6,409 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $679,000 | +14.7% | 6,409 | 0.0% | 0.02% | +5.6% |
| Q3 2020 | $592,000 | +770.6% | 6,409 | +754.5% | 0.02% | +800.0% |
| Q2 2020 | $68,000 | -8.1% | 750 | +9.5% | 0.00% | 0.0% |
| Q4 2019 | $74,000 | +5.7% | 685 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $70,000 | +1.4% | 685 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $69,000 | – | 685 | – | 0.00% | – |
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% |