SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $343,000 | -88.6% | 3,451 | -89.8% | 0.22% | -48.0% |
| Q4 2018 | $3,017,000 | +39.6% | 33,704 | +52.7% | 0.43% | +41.4% |
| Q3 2018 | $2,161,000 | +12.5% | 22,071 | +6.5% | 0.30% | -1.9% |
| Q2 2018 | $1,921,000 | +2.0% | 20,726 | +0.4% | 0.31% | +4.4% |
| Q1 2018 | $1,883,000 | -3.2% | 20,651 | +0.3% | 0.30% | +0.7% |
| Q4 2017 | $1,945,000 | +5.2% | 20,586 | +1.7% | 0.29% | -12.3% |
| Q3 2017 | $1,849,000 | -16.2% | 20,250 | -18.5% | 0.33% | -14.6% |
| Q2 2017 | $2,207,000 | +76.8% | 24,834 | +75.4% | 0.39% | +77.7% |
| Q1 2017 | $1,248,000 | +28.8% | 14,161 | +25.1% | 0.22% | +13.4% |
| Q4 2016 | $969,000 | -6.8% | 11,320 | -8.1% | 0.19% | -17.4% |
| Q3 2016 | $1,040,000 | -1.5% | 12,324 | -2.0% | 0.24% | -9.6% |
| Q2 2016 | $1,056,000 | +1.6% | 12,578 | -3.3% | 0.26% | -1.5% |
| Q1 2016 | $1,039,000 | -4.0% | 13,002 | -11.6% | 0.26% | -1.5% |
| Q4 2015 | $1,082,000 | +12.0% | 14,701 | +9.8% | 0.27% | +11.2% |
| Q3 2015 | $966,000 | -47.5% | 13,386 | -44.5% | 0.24% | -41.1% |
| Q2 2015 | $1,840,000 | -2.2% | 24,138 | +0.4% | 0.41% | -3.3% |
| Q1 2015 | $1,881,000 | -6.2% | 24,052 | -10.1% | 0.42% | -10.0% |
| Q3 2014 | $2,006,000 | -33.5% | 26,766 | -32.1% | 0.47% | -34.0% |
| Q2 2014 | $3,018,000 | +16.5% | 39,402 | +11.9% | 0.71% | +10.7% |
| Q1 2014 | $2,590,000 | +70.6% | 35,198 | +68.4% | 0.64% | +67.4% |
| Q4 2013 | $1,518,000 | +14.9% | 20,903 | +9.1% | 0.38% | +3.2% |
| Q3 2013 | $1,321,000 | +6.2% | 19,161 | +2.7% | 0.37% | -6.3% |
| Q2 2013 | $1,244,000 | – | 18,651 | – | 0.40% | – |
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% |