SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $145 | -5.8% | 1,261 | +0.6% | 0.03% | -6.2% |
| Q2 2023 | $154 | 0.0% | 1,254 | +0.6% | 0.03% | -5.9% |
| Q1 2023 | $154 | -0.6% | 1,246 | +0.5% | 0.03% | +3.0% |
| Q4 2022 | $155 | -99.9% | 1,240 | +0.6% | 0.03% | -5.7% |
| Q3 2022 | $137,000 | -5.5% | 1,232 | +0.6% | 0.04% | 0.0% |
| Q2 2022 | $145,000 | -7.1% | 1,225 | +0.6% | 0.04% | +2.9% |
| Q1 2022 | $156,000 | 0.0% | 1,218 | +0.6% | 0.03% | +3.0% |
| Q4 2021 | $156,000 | +10.6% | 1,211 | +0.7% | 0.03% | 0.0% |
| Q3 2021 | $141,000 | +30.6% | 1,203 | +2.6% | 0.03% | +3.1% |
| Q2 2021 | $108,000 | -22.9% | 1,172 | -1.4% | 0.03% | 0.0% |
| Q1 2021 | $140,000 | +12.0% | 1,189 | +0.6% | 0.03% | +3.2% |
| Q4 2020 | $125,000 | +15.7% | 1,182 | +0.9% | 0.03% | -3.1% |
| Q3 2020 | $108,000 | +0.9% | 1,172 | 0.0% | 0.03% | -5.9% |
| Q2 2020 | $107,000 | +13.8% | 1,172 | 0.0% | 0.03% | +6.2% |
| Q1 2020 | $94,000 | -25.4% | 1,172 | 0.0% | 0.03% | -11.1% |
| Q4 2019 | $126,000 | +5.0% | 1,172 | 0.0% | 0.04% | -2.7% |
| Q3 2019 | $120,000 | +15.4% | 1,172 | +13.8% | 0.04% | +12.1% |
| Q2 2019 | $104,000 | +2.0% | 1,030 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $102,000 | +10.9% | 1,030 | 0.0% | 0.03% | +3.0% |
| Q4 2018 | $92,000 | -8.9% | 1,030 | 0.0% | 0.03% | +3.1% |
| Q3 2018 | $101,000 | +6.3% | 1,030 | 0.0% | 0.03% | +3.2% |
| Q2 2018 | $95,000 | -32.1% | 1,030 | -32.7% | 0.03% | -27.9% |
| Q1 2018 | $140,000 | -3.4% | 1,530 | 0.0% | 0.04% | -10.4% |
| Q4 2017 | $145,000 | +3.6% | 1,530 | 0.0% | 0.05% | -2.0% |
| Q3 2017 | $140,000 | +2.9% | 1,530 | 0.0% | 0.05% | -2.0% |
| Q2 2017 | $136,000 | +0.7% | 1,530 | 0.0% | 0.05% | -7.4% |
| Q1 2017 | $135,000 | -99.9% | 1,530 | 0.0% | 0.05% | -5.3% |
| Q4 2016 | $130,907,000 | +101378.3% | 1,530 | 0.0% | 0.06% | -5.0% |
| Q3 2016 | $129,000 | +0.8% | 1,530 | 0.0% | 0.06% | +3.4% |
| Q2 2016 | $128,000 | +4.9% | 1,530 | 0.0% | 0.06% | +5.5% |
| Q1 2016 | $122,000 | +8.0% | 1,530 | 0.0% | 0.06% | +7.8% |
| Q4 2015 | $113,000 | +2.7% | 1,530 | 0.0% | 0.05% | -3.8% |
| Q3 2015 | $110,000 | -6.0% | 1,530 | 0.0% | 0.05% | +6.0% |
| Q2 2015 | $117,000 | -2.5% | 1,530 | 0.0% | 0.05% | -2.0% |
| Q1 2015 | $120,000 | -0.8% | 1,530 | 0.0% | 0.05% | -1.9% |
| Q4 2014 | $121,000 | +5.2% | 1,530 | 0.0% | 0.05% | 0.0% |
| Q3 2014 | $115,000 | -1.7% | 1,530 | 0.0% | 0.05% | -3.7% |
| Q2 2014 | $117,000 | +3.5% | 1,530 | 0.0% | 0.05% | +1.9% |
| Q1 2014 | $113,000 | +1.8% | 1,530 | 0.0% | 0.05% | 0.0% |
| Q4 2013 | $111,000 | +5.7% | 1,530 | 0.0% | 0.05% | 0.0% |
| Q3 2013 | $105,000 | +4.0% | 1,530 | 0.0% | 0.05% | -3.6% |
| Q2 2013 | $101,000 | – | 1,530 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,793,913 | $158,116,000 | 31.02% |
| Spectrum Asset Management, Inc. (NB/CA) | 194,247 | $17,121,000 | 15.74% |
| Jackson, Grant Investment Advisers, Inc. | 193,372 | $17,044,000 | 13.67% |
| O'Dell Group, LLC | 161,388 | $14,225,000 | 12.61% |
| Stratford Consulting, LLC | 332,007 | $29,263,000 | 11.69% |
| Private Vista, LLC | 404,288 | $35,849,000 | 8.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 113,177 | $9,975,000 | 8.64% |
| Ruggie Capital Group | 125,166 | $10,990,000 | 8.19% |
| Threshold Group LLC | 76,034 | $6,702,000 | 6.46% |
| Capital Investment Advisors, LLC | 935,800 | $82,481,000 | 6.26% |