SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 326 filers reported holding SPDR SERIES TRUST in Q3 2013. The put-call ratio across all filers is 0.47 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $22,000 | +10.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | -42.9% | 174 | -39.4% | 0.00% | -33.3% |
| Q2 2021 | $35,000 | +2.9% | 287 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +1033.3% | 287 | +1095.8% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 24 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -95.2% | 24 | -94.2% | 0.00% | -100.0% |
| Q2 2019 | $42,000 | +2.4% | 412 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $41,000 | +10.8% | 412 | +0.2% | 0.01% | 0.0% |
| Q4 2018 | $37,000 | +85.0% | 411 | +105.5% | 0.01% | +66.7% |
| Q3 2018 | $20,000 | +5.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $19,000 | +5.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | -90.5% | 200 | -90.0% | 0.00% | -88.9% |
| Q4 2017 | $189,000 | +950.0% | 1,996 | +898.0% | 0.03% | +800.0% |
| Q3 2017 | $18,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $18,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $17,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $17,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | +6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $16,000 | +6.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $14,000 | -6.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $15,000 | -51.6% | 200 | -50.0% | 0.00% | -40.0% |
| Q1 2015 | $31,000 | +93.8% | 400 | +100.0% | 0.01% | +25.0% |
| Q4 2014 | $16,000 | +6.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $14,000 | +7.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $13,000 | – | 200 | – | 0.00% | – |
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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% |