SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 468 filers reported holding SPDR SERIES TRUST in Q4 2015. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $6,000 | -14.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | +16.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -84.2% | 70 | -83.3% | 0.00% | -83.3% |
| Q1 2018 | $38,000 | -7.3% | 420 | -3.4% | 0.01% | -14.3% |
| Q4 2017 | $41,000 | -63.7% | 435 | -64.8% | 0.01% | -63.2% |
| Q3 2017 | $113,000 | +2.7% | 1,235 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $110,000 | +0.9% | 1,235 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $109,000 | +2.8% | 1,235 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $106,000 | +3.9% | 1,235 | 0.0% | 0.02% | +5.6% |
| Q3 2016 | $102,000 | -1.9% | 1,235 | 0.0% | 0.02% | -10.0% |
| Q2 2016 | $104,000 | +6.1% | 1,235 | +1.2% | 0.02% | +42.9% |
| Q1 2016 | $98,000 | +8.9% | 1,220 | 0.0% | 0.01% | -17.6% |
| Q4 2015 | $90,000 | -3.2% | 1,220 | 0.0% | 0.02% | +6.2% |
| Q3 2015 | $93,000 | 0.0% | 1,220 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $93,000 | – | 1,220 | – | 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% |