SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $333,000 | +49.3% | 3,600 | +29.0% | 0.05% | +17.9% |
Q1 2020 | $223,000 | -25.7% | 2,791 | 0.0% | 0.04% | -4.9% |
Q4 2019 | $300,000 | +4.9% | 2,791 | 0.0% | 0.04% | -2.4% |
Q3 2019 | $286,000 | -1.4% | 2,791 | -3.1% | 0.04% | -4.5% |
Q2 2019 | $290,000 | -24.7% | 2,879 | -25.8% | 0.04% | -25.4% |
Q1 2019 | $385,000 | +10.6% | 3,879 | 0.0% | 0.06% | -3.3% |
Q4 2018 | $348,000 | -8.4% | 3,879 | 0.0% | 0.06% | +8.9% |
Q3 2018 | $380,000 | +4.4% | 3,879 | -1.0% | 0.06% | 0.0% |
Q2 2018 | $364,000 | +32.4% | 3,920 | +30.2% | 0.06% | +24.4% |
Q1 2018 | $275,000 | -16.9% | 3,010 | -14.2% | 0.04% | -18.2% |
Q4 2017 | $331,000 | +3.1% | 3,510 | 0.0% | 0.06% | +1.9% |
Q3 2017 | $321,000 | +2.9% | 3,510 | 0.0% | 0.05% | 0.0% |
Q2 2017 | $312,000 | -0.3% | 3,510 | -1.3% | 0.05% | -6.9% |
Q1 2017 | $313,000 | +3.0% | 3,555 | 0.0% | 0.06% | -3.3% |
Q4 2016 | $304,000 | +1.3% | 3,555 | 0.0% | 0.06% | +9.1% |
Q3 2016 | $300,000 | +0.7% | 3,555 | 0.0% | 0.06% | -5.2% |
Q2 2016 | $298,000 | +22.1% | 3,555 | +16.4% | 0.06% | +20.8% |
Q1 2016 | $244,000 | +8.4% | 3,055 | 0.0% | 0.05% | +4.3% |
Q4 2015 | $225,000 | -23.2% | 3,055 | -24.7% | 0.05% | -28.1% |
Q3 2015 | $293,000 | -5.2% | 4,055 | 0.0% | 0.06% | -3.0% |
Q2 2015 | $309,000 | -2.5% | 4,055 | 0.0% | 0.07% | +1.5% |
Q1 2015 | $317,000 | -22.1% | 4,055 | -21.5% | 0.06% | -13.3% |
Q4 2014 | $407,000 | +4.9% | 5,165 | -0.3% | 0.08% | -3.8% |
Q3 2014 | $388,000 | -2.3% | 5,180 | 0.0% | 0.08% | -1.3% |
Q2 2014 | $397,000 | -59.4% | 5,180 | -61.0% | 0.08% | -58.6% |
Q1 2014 | $979,000 | +15.2% | 13,294 | +13.6% | 0.19% | +18.6% |
Q4 2013 | $850,000 | – | 11,705 | – | 0.16% | – |
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% |