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 | 1,785,183 | $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% |