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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $283,000 | +3.7% | 2,313 | 0.0% | 0.19% | -12.7% |
| Q1 2021 | $273,000 | +11.4% | 2,313 | 0.0% | 0.21% | +4.4% |
| Q4 2020 | $245,000 | +14.5% | 2,313 | 0.0% | 0.20% | -1.4% |
| Q3 2020 | $214,000 | -80.6% | 2,313 | -81.3% | 0.21% | -79.6% |
| Q4 2018 | $1,105,000 | +212.1% | 12,340 | +223.0% | 1.01% | +132.6% |
| Q2 2018 | $354,000 | +1.7% | 3,820 | +0.1% | 0.44% | +16.0% |
| Q1 2018 | $348,000 | +4.2% | 3,817 | +8.0% | 0.38% | +4.4% |
| Q4 2017 | $334,000 | +3.7% | 3,535 | +0.1% | 0.36% | +6.2% |
| Q3 2017 | $322,000 | – | 3,530 | – | 0.34% | – |
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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% |