SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 327 filers reported holding SPDR SERIES TRUST in Q2 2013. The put-call ratio across all filers is 0.63 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,626,000 | +3.0% | 18,450 | 0.0% | 4.39% | +321.3% |
| Q4 2016 | $1,579,000 | +1.5% | 18,450 | 0.0% | 1.04% | +0.3% |
| Q3 2016 | $1,556,000 | +0.5% | 18,450 | 0.0% | 1.04% | -1.5% |
| Q2 2016 | $1,548,000 | +4.0% | 18,450 | 0.0% | 1.06% | -0.1% |
| Q1 2016 | $1,489,000 | +9.7% | 18,450 | 0.0% | 1.06% | +10.1% |
| Q4 2015 | $1,357,000 | -0.5% | 18,450 | -2.4% | 0.96% | +1.9% |
| Q3 2015 | $1,364,000 | -5.3% | 18,905 | 0.0% | 0.94% | +4.7% |
| Q2 2015 | $1,441,000 | -3.2% | 18,905 | -0.7% | 0.90% | -0.8% |
| Q1 2015 | $1,489,000 | -0.7% | 19,040 | 0.0% | 0.91% | -6.7% |
| Q4 2014 | $1,500,000 | +3.9% | 19,040 | -1.2% | 0.97% | +3.9% |
| Q3 2014 | $1,444,000 | -6.5% | 19,270 | -4.5% | 0.94% | +0.1% |
| Q2 2014 | $1,545,000 | -11.4% | 20,175 | -14.8% | 0.93% | -9.7% |
| Q1 2014 | $1,743,000 | -56.2% | 23,690 | -56.8% | 1.03% | -54.7% |
| Q4 2013 | $3,979,000 | +4.2% | 54,795 | -1.1% | 2.28% | -2.3% |
| Q3 2013 | $3,820,000 | +3.6% | 55,405 | -0.4% | 2.34% | +3.2% |
| Q2 2013 | $3,689,000 | – | 55,635 | – | 2.26% | – |
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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% |