SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q3 2017. The put-call ratio across all filers is 0.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $4,471,000 | +1.7% | 48,950 | -1.1% | 1.05% | +0.5% |
| Q2 2017 | $4,398,000 | -3.2% | 49,480 | -4.0% | 1.05% | -3.1% |
| Q1 2017 | $4,544,000 | +1.5% | 51,556 | -1.4% | 1.08% | -2.8% |
| Q4 2016 | $4,475,000 | -2.7% | 52,305 | -4.1% | 1.11% | -2.7% |
| Q3 2016 | $4,601,000 | +0.2% | 54,538 | -0.3% | 1.14% | +1.1% |
| Q2 2016 | $4,592,000 | +5.5% | 54,718 | +0.5% | 1.13% | +1.5% |
| Q1 2016 | $4,353,000 | +6.8% | 54,463 | -1.7% | 1.11% | +10.0% |
| Q4 2015 | $4,074,000 | -10.8% | 55,379 | -12.5% | 1.01% | -14.3% |
| Q3 2015 | $4,566,000 | -7.7% | 63,277 | -2.5% | 1.18% | +3.1% |
| Q2 2015 | $4,945,000 | -5.2% | 64,886 | -2.7% | 1.15% | -3.5% |
| Q1 2015 | $5,215,000 | -0.2% | 66,687 | +0.6% | 1.19% | -1.8% |
| Q4 2014 | $5,225,000 | +5.6% | 66,301 | +0.4% | 1.21% | +0.6% |
| Q3 2014 | $4,948,000 | -8.5% | 66,021 | -6.5% | 1.20% | -7.3% |
| Q2 2014 | $5,406,000 | +1.1% | 70,590 | -2.9% | 1.30% | -2.4% |
| Q1 2014 | $5,348,000 | -2.4% | 72,678 | -3.7% | 1.33% | -4.3% |
| Q4 2013 | $5,481,000 | +3.3% | 75,480 | -2.0% | 1.39% | -7.0% |
| Q3 2013 | $5,307,000 | +1.8% | 76,987 | -2.0% | 1.50% | -3.7% |
| Q2 2013 | $5,211,000 | – | 78,591 | – | 1.55% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |