SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 643 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $210,000 | +1.9% | 2,264 | 0.0% | 0.10% | -3.7% |
| Q1 2018 | $206,000 | -35.6% | 2,264 | -33.2% | 0.11% | -35.5% |
| Q4 2017 | $320,000 | +3.2% | 3,389 | 0.0% | 0.17% | -1.8% |
| Q3 2017 | $310,000 | +3.0% | 3,389 | 0.0% | 0.17% | -3.4% |
| Q2 2017 | $301,000 | +5.6% | 3,389 | +4.6% | 0.18% | +8.7% |
| Q1 2017 | $285,000 | +2.9% | 3,239 | 0.0% | 0.16% | -3.0% |
| Q4 2016 | $277,000 | +1.5% | 3,239 | 0.0% | 0.17% | -1.8% |
| Q3 2016 | $273,000 | – | 3,239 | – | 0.17% | – |
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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% |