SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $458,000 | +51.7% | 5,158 | +46.1% | 0.08% | +15.9% |
| Q4 2016 | $302,000 | -59.5% | 3,530 | -60.0% | 0.07% | -66.5% |
| Q3 2016 | $745,000 | -0.9% | 8,828 | -1.5% | 0.21% | +20.5% |
| Q2 2016 | $752,000 | -24.4% | 8,966 | -27.9% | 0.17% | -30.5% |
| Q1 2016 | $995,000 | -0.8% | 12,443 | -8.7% | 0.25% | -2.0% |
| Q4 2015 | $1,003,000 | +165.3% | 13,635 | +160.6% | 0.25% | +128.2% |
| Q3 2015 | $378,000 | -49.7% | 5,232 | -46.9% | 0.11% | -42.4% |
| Q2 2015 | $751,000 | -12.1% | 9,859 | -9.7% | 0.19% | -15.1% |
| Q1 2015 | $854,000 | -5.0% | 10,919 | -4.3% | 0.22% | -19.9% |
| Q4 2014 | $899,000 | – | 11,409 | – | 0.28% | – |
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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% |