SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,666,000 | +109.8% | 15,492 | +100.0% | 0.00% | – |
| Q3 2019 | $794,000 | +1.7% | 7,746 | 0.0% | 0.00% | – |
| Q2 2019 | $781,000 | -49.3% | 7,746 | -50.0% | 0.00% | – |
| Q1 2019 | $1,540,000 | -73.9% | 15,492 | -76.5% | 0.00% | -100.0% |
| Q4 2018 | $5,900,000 | +146.3% | 65,916 | +169.5% | 0.00% | 0.0% |
| Q3 2018 | $2,395,000 | +5.6% | 24,462 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,267,000 | +1.7% | 24,462 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,230,000 | -20.6% | 24,462 | -17.7% | 0.00% | 0.0% |
| Q4 2017 | $2,809,000 | +3.5% | 29,736 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,715,000 | +2.7% | 29,736 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,643,000 | -48.3% | 29,736 | -48.8% | 0.00% | -50.0% |
| Q1 2017 | $5,114,000 | +3.0% | 58,024 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $4,964,000 | +1.4% | 58,024 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $4,894,000 | +0.5% | 58,024 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $4,869,000 | – | 58,024 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |