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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $23,000 | +4.5% | 250 | 0.0% | 0.00% | – |
| Q2 2017 | $22,000 | -50.0% | 250 | -50.0% | 0.00% | – |
| Q1 2017 | $44,000 | +109.5% | 500 | +100.0% | 0.00% | – |
| Q4 2016 | $21,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q3 2016 | $21,000 | -50.0% | 250 | -50.0% | 0.00% | – |
| Q2 2016 | $42,000 | +5.0% | 500 | 0.0% | 0.00% | – |
| Q1 2016 | $40,000 | +8.1% | 500 | 0.0% | 0.00% | – |
| Q4 2015 | $37,000 | -60.6% | 500 | -61.5% | 0.00% | – |
| Q3 2015 | $94,000 | -26.6% | 1,300 | -22.6% | 0.00% | – |
| Q2 2015 | $128,000 | -1.5% | 1,679 | 0.0% | 0.00% | – |
| Q1 2015 | $130,000 | -17.2% | 1,679 | -15.8% | 0.00% | – |
| Q4 2014 | $157,000 | -99.9% | 1,994 | -33.4% | 0.00% | – |
| Q3 2014 | $224,371,000 | +193.0% | 2,994 | +199.4% | 0.00% | – |
| Q2 2014 | $76,590,000 | +4.1% | 1,000 | 0.0% | 0.00% | – |
| Q1 2014 | $73,580,000 | +1.3% | 1,000 | 0.0% | 0.00% | – |
| Q4 2013 | $72,620,000 | +5.3% | 1,000 | 0.0% | 0.00% | – |
| Q3 2013 | $68,940,000 | +4.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2013 | $66,300,000 | – | 1,000 | – | 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% |