SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 749 filers reported holding SPDR SERIES TRUST in Q3 2019. The put-call ratio across all filers is 0.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $27,000 | 0.0% | 269 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $27,000 | +12.5% | 269 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $24,000 | -22.6% | 269 | -14.9% | 0.02% | -11.1% |
| Q3 2018 | $31,000 | +6.9% | 316 | 0.0% | 0.02% | +5.9% |
| Q2 2018 | $29,000 | -39.6% | 316 | -39.9% | 0.02% | -41.4% |
| Q1 2018 | $48,000 | -4.0% | 526 | -0.6% | 0.03% | +7.4% |
| Q4 2017 | $50,000 | +61.3% | 529 | +56.5% | 0.03% | +58.8% |
| Q3 2017 | $31,000 | +3.3% | 338 | -0.6% | 0.02% | -5.6% |
| Q2 2017 | $30,000 | -3.2% | 340 | -4.0% | 0.02% | -10.0% |
| Q1 2017 | $31,000 | 0.0% | 354 | -2.5% | 0.02% | -4.8% |
| Q4 2016 | $31,000 | 0.0% | 363 | 0.0% | 0.02% | -4.5% |
| Q3 2016 | $31,000 | 0.0% | 363 | -2.7% | 0.02% | -4.3% |
| Q2 2016 | $31,000 | +6.9% | 373 | +1.6% | 0.02% | 0.0% |
| Q1 2016 | $29,000 | +7.4% | 367 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $27,000 | -3.6% | 367 | 0.0% | 0.02% | +27.8% |
| Q2 2015 | $28,000 | -3.4% | 367 | 0.0% | 0.02% | -5.3% |
| Q1 2015 | $29,000 | 0.0% | 367 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $29,000 | +3.6% | 367 | 0.0% | 0.02% | +18.8% |
| Q3 2014 | $28,000 | 0.0% | 367 | 0.0% | 0.02% | +6.7% |
| Q2 2014 | $28,000 | +3.7% | 367 | 0.0% | 0.02% | -11.8% |
| Q1 2014 | $27,000 | 0.0% | 367 | 0.0% | 0.02% | +6.2% |
| Q4 2013 | $27,000 | +8.0% | 367 | 0.0% | 0.02% | +6.7% |
| Q3 2013 | $25,000 | -10.7% | 367 | -14.1% | 0.02% | -25.0% |
| Q2 2013 | $28,000 | – | 427 | – | 0.02% | – |
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% |