SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $594,000 | +7.8% | 5,519 | +2.7% | 0.16% | -18.4% |
| Q3 2019 | $551,000 | +1.7% | 5,372 | 0.0% | 0.20% | -12.5% |
| Q2 2019 | $542,000 | -95.4% | 5,372 | -95.5% | 0.22% | -94.4% |
| Q1 2019 | $11,835,000 | +27.7% | 119,055 | +15.0% | 4.02% | +16.4% |
| Q4 2018 | $9,269,000 | +5.7% | 103,537 | +4.0% | 3.45% | -6.5% |
| Q1 2017 | $8,772,000 | -78.1% | 99,521 | -78.7% | 3.69% | -73.7% |
| Q4 2016 | $40,006,000 | -5.5% | 467,584 | -6.8% | 14.01% | +29.5% |
| Q3 2016 | $42,326,000 | +0.3% | 501,732 | -0.2% | 10.82% | +2.6% |
| Q2 2016 | $42,206,000 | – | 502,932 | – | 10.55% | – |
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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% |