SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $7,400,000 | +245.5% | 78,327 | +234.0% | 0.63% | +244.6% |
| Q3 2017 | $2,142,000 | -77.5% | 23,449 | -78.1% | 0.18% | -73.9% |
| Q2 2017 | $9,501,000 | -5.0% | 106,885 | -5.8% | 0.71% | -13.3% |
| Q1 2017 | $10,000,000 | -25.3% | 113,453 | -27.4% | 0.81% | -40.2% |
| Q4 2016 | $13,378,000 | +172.1% | 156,354 | +168.3% | 1.36% | +69.8% |
| Q3 2016 | $4,917,000 | – | 58,281 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |