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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $948,000 | -57.7% | 9,540 | -61.1% | 0.05% | -55.0% |
| Q1 2018 | $2,239,000 | +135.4% | 24,552 | +143.9% | 0.12% | +140.0% |
| Q4 2017 | $951,000 | -81.7% | 10,068 | -82.3% | 0.05% | -80.5% |
| Q3 2017 | $5,190,000 | +106.1% | 56,824 | +100.6% | 0.26% | -26.4% |
| Q2 2017 | $2,518,000 | +133.1% | 28,322 | +89.2% | 0.35% | +149.3% |
| Q3 2015 | $1,080,000 | +380.0% | 14,972 | +419.9% | 0.14% | +460.0% |
| Q1 2015 | $225,000 | -84.7% | 2,880 | -85.0% | 0.02% | -87.0% |
| Q2 2014 | $1,473,000 | +83.7% | 19,238 | +76.4% | 0.19% | +75.5% |
| Q1 2014 | $802,000 | -28.6% | 10,906 | -33.1% | 0.11% | 0.0% |
| Q3 2013 | $1,123,000 | – | 16,291 | – | 0.11% | – |
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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% |