SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 737 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $133,000 | +13.7% | 1,460 | 0.0% | 0.04% | -7.1% |
| Q1 2020 | $117,000 | -25.5% | 1,460 | 0.0% | 0.04% | -2.3% |
| Q4 2019 | $157,000 | +4.7% | 1,460 | 0.0% | 0.04% | +7.5% |
| Q3 2019 | $150,000 | +2.0% | 1,460 | 0.0% | 0.04% | +2.6% |
| Q2 2019 | $147,000 | +1.4% | 1,460 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $145,000 | +10.7% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $131,000 | -8.4% | 1,460 | 0.0% | 0.04% | +8.1% |
| Q3 2018 | $143,000 | -7.7% | 1,460 | -12.6% | 0.04% | -9.8% |
| Q2 2018 | $155,000 | +16.5% | 1,671 | +14.5% | 0.04% | +17.1% |
| Q1 2018 | $133,000 | -3.6% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $138,000 | +3.8% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $133,000 | +2.3% | 1,460 | 0.0% | 0.04% | -2.8% |
| Q2 2017 | $130,000 | +0.8% | 1,460 | 0.0% | 0.04% | -2.7% |
| Q1 2017 | $129,000 | +3.2% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $125,000 | +1.6% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $123,000 | 0.0% | 1,460 | 0.0% | 0.04% | -5.1% |
| Q2 2016 | $123,000 | +5.1% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $117,000 | +9.3% | 1,460 | 0.0% | 0.04% | +5.4% |
| Q4 2015 | $107,000 | +1.9% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $105,000 | -5.4% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $111,000 | -2.6% | 1,460 | 0.0% | 0.04% | +2.8% |
| Q1 2015 | $114,000 | -0.9% | 1,460 | 0.0% | 0.04% | -7.7% |
| Q4 2014 | $115,000 | +5.5% | 1,460 | 0.0% | 0.04% | +2.6% |
| Q3 2014 | $109,000 | -2.7% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $112,000 | -22.8% | 1,460 | -25.8% | 0.04% | -24.0% |
| Q1 2014 | $145,000 | +36.8% | 1,968 | +34.8% | 0.05% | +35.1% |
| Q4 2013 | $106,000 | +5.0% | 1,460 | 0.0% | 0.04% | -2.6% |
| Q3 2013 | $101,000 | – | 1,460 | – | 0.04% | – |
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% |