SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 366 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is 0.69 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $44,000 | +2.3% | 475 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $43,000 | -4.4% | 475 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $45,000 | -29.7% | 475 | -34.5% | 0.01% | -33.3% |
| Q2 2017 | $64,000 | 0.0% | 725 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $64,000 | +3.2% | 725 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $62,000 | +6.9% | 725 | 0.0% | 0.02% | +5.0% |
| Q1 2016 | $58,000 | -27.5% | 725 | -33.5% | 0.02% | -31.0% |
| Q4 2015 | $80,000 | -51.2% | 1,090 | -52.1% | 0.03% | -51.7% |
| Q3 2015 | $164,000 | -5.2% | 2,275 | 0.0% | 0.06% | +1.7% |
| Q2 2015 | $173,000 | -13.1% | 2,275 | -10.6% | 0.06% | -14.5% |
| Q1 2015 | $199,000 | -1.0% | 2,545 | 0.0% | 0.07% | +1.5% |
| Q4 2014 | $201,000 | -14.5% | 2,545 | -17.1% | 0.07% | -12.8% |
| Q2 2014 | $235,000 | -20.1% | 3,070 | -23.2% | 0.08% | -20.4% |
| Q1 2014 | $294,000 | -22.0% | 3,995 | -23.1% | 0.10% | -33.3% |
| Q4 2013 | $377,000 | +3.9% | 5,195 | -1.3% | 0.15% | -2.0% |
| Q3 2013 | $363,000 | -33.8% | 5,265 | -36.2% | 0.15% | -38.5% |
| Q2 2013 | $548,000 | – | 8,255 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,793,913 | $158,116,000 | 31.02% |
| Spectrum Asset Management, Inc. (NB/CA) | 194,247 | $17,121,000 | 15.74% |
| Jackson, Grant Investment Advisers, Inc. | 193,372 | $17,044,000 | 13.67% |
| O'Dell Group, LLC | 161,388 | $14,225,000 | 12.61% |
| Stratford Consulting, LLC | 332,007 | $29,263,000 | 11.69% |
| Private Vista, LLC | 404,288 | $35,849,000 | 8.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 113,177 | $9,975,000 | 8.64% |
| Ruggie Capital Group | 125,166 | $10,990,000 | 8.19% |
| Threshold Group LLC | 76,034 | $6,702,000 | 6.46% |
| Capital Investment Advisors, LLC | 935,800 | $82,481,000 | 6.26% |