SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 556 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $520,000 | -6.1% | 5,226 | -15.5% | 0.08% | -14.7% |
| Q4 2018 | $554,000 | +16.6% | 6,185 | +27.4% | 0.10% | +41.8% |
| Q3 2018 | $475,000 | +5.6% | 4,853 | 0.0% | 0.07% | +1.5% |
| Q2 2018 | $450,000 | +13.4% | 4,853 | +11.5% | 0.07% | +11.9% |
| Q1 2018 | $397,000 | 0.0% | 4,353 | +3.5% | 0.06% | +3.5% |
| Q4 2017 | $397,000 | -24.4% | 4,206 | -26.8% | 0.06% | -26.0% |
| Q3 2017 | $525,000 | -4.2% | 5,747 | -6.8% | 0.08% | -7.2% |
| Q2 2017 | $548,000 | +0.7% | 6,169 | 0.0% | 0.08% | -3.5% |
| Q1 2017 | $544,000 | +5.8% | 6,169 | +2.7% | 0.09% | -1.1% |
| Q4 2016 | $514,000 | -7.4% | 6,004 | -8.8% | 0.09% | -6.5% |
| Q3 2016 | $555,000 | +70.8% | 6,582 | +70.0% | 0.09% | +63.2% |
| Q2 2016 | $325,000 | +0.9% | 3,872 | -3.7% | 0.06% | -5.0% |
| Q1 2016 | $322,000 | -27.1% | 4,022 | -33.1% | 0.06% | -30.2% |
| Q4 2015 | $442,000 | -96.3% | 6,010 | -96.4% | 0.09% | -96.4% |
| Q3 2015 | $11,926,000 | -4.3% | 165,263 | +1.0% | 2.36% | -0.6% |
| Q2 2015 | $12,465,000 | +3.6% | 163,559 | +6.3% | 2.38% | -1.6% |
| Q1 2015 | $12,028,000 | +2.9% | 153,809 | +3.7% | 2.42% | -4.2% |
| Q4 2014 | $11,693,000 | +87.4% | 148,389 | +78.2% | 2.52% | +76.7% |
| Q3 2014 | $6,241,000 | +2601.7% | 83,282 | +2664.1% | 1.43% | +2542.6% |
| Q2 2014 | $231,000 | +1.8% | 3,013 | -2.4% | 0.05% | -5.3% |
| Q1 2014 | $227,000 | -13.4% | 3,088 | -14.5% | 0.06% | +1.8% |
| Q4 2013 | $262,000 | -99.0% | 3,610 | -99.1% | 0.06% | -98.2% |
| Q3 2013 | $26,958,000 | +104.7% | 391,022 | +96.9% | 3.07% | -10.7% |
| Q2 2013 | $13,170,000 | – | 198,638 | – | 3.44% | – |
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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% |