SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 501 filers reported holding SPDR SERIES TRUST in Q2 2016. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2017 | $210,000 | -2.3% | 2,383 | -5.0% | 0.03% | -2.9% |
Q4 2016 | $215,000 | -11.9% | 2,509 | -13.2% | 0.04% | -20.5% |
Q3 2016 | $244,000 | +4.7% | 2,889 | +4.1% | 0.04% | +4.8% |
Q2 2016 | $233,000 | +2.6% | 2,776 | -2.3% | 0.04% | -4.5% |
Q1 2016 | $227,000 | +8.6% | 2,841 | 0.0% | 0.04% | -2.2% |
Q4 2015 | $209,000 | -9.9% | 2,841 | -11.5% | 0.04% | -18.2% |
Q3 2015 | $232,000 | +0.9% | 3,209 | +6.3% | 0.06% | +3.8% |
Q2 2015 | $230,000 | – | 3,018 | – | 0.05% | – |
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% |