SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $114,000 | +235.3% | 967 | +249.1% | 0.01% | +250.0% |
| Q2 2021 | $34,000 | +277.8% | 277 | +259.7% | 0.00% | +300.0% |
| Q1 2021 | $9,000 | +12.5% | 77 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 77 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 77 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | -93.8% | 77 | -93.9% | 0.00% | -92.3% |
| Q3 2019 | $129,000 | +180.4% | 1,257 | +175.1% | 0.01% | +160.0% |
| Q2 2019 | $46,000 | +9.5% | 457 | +8.8% | 0.01% | 0.0% |
| Q1 2019 | $42,000 | +10.5% | 420 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $38,000 | -7.3% | 420 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $41,000 | +5.1% | 420 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $39,000 | -99.9% | 420 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $38,304,000 | -3.5% | 420 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $39,682,000 | +3.4% | 420 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $38,359,000 | +25.8% | 420 | +22.4% | 0.01% | +16.7% |
| Q2 2017 | $30,489,000 | +0.9% | 343 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $30,232,000 | +3.0% | 343 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $29,347,000 | -64.0% | 343 | -66.0% | 0.01% | -70.0% |
| Q1 2016 | $81,578,000 | +110140.5% | 1,010 | +1.0% | 0.02% | +5.3% |
| Q4 2015 | $74,000 | +2.8% | 1,000 | 0.0% | 0.02% | -13.6% |
| Q3 2015 | $72,000 | – | 1,000 | – | 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% |