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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $16,000 | -5.9% | 145 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $17,000 | -10.5% | 145 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $19,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $19,000 | +11.8% | 145 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 145 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +5.9% | 145 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +13.3% | 145 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +15.4% | 145 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | -95.9% | 145 | -96.4% | 0.00% | -97.2% |
| Q1 2020 | $318,000 | -43.2% | 3,981 | -23.5% | 0.11% | -53.7% |
| Q4 2019 | $560,000 | -46.7% | 5,206 | -49.2% | 0.23% | -35.5% |
| Q3 2019 | $1,051,000 | +87.0% | 10,241 | +83.9% | 0.36% | +129.5% |
| Q2 2019 | $562,000 | +100.0% | 5,568 | +96.7% | 0.16% | +85.7% |
| Q1 2019 | $281,000 | +162.6% | 2,830 | +136.8% | 0.08% | +127.0% |
| Q4 2018 | $107,000 | -62.3% | 1,195 | -58.7% | 0.04% | -58.9% |
| Q3 2018 | $284,000 | +234.1% | 2,895 | +216.4% | 0.09% | +200.0% |
| Q2 2018 | $85,000 | +9.0% | 915 | -13.7% | 0.03% | +3.4% |
| Q4 2015 | $78,000 | -54.7% | 1,060 | -55.5% | 0.03% | -67.0% |
| Q3 2015 | $172,000 | -5.0% | 2,380 | 0.0% | 0.09% | +31.3% |
| Q2 2015 | $181,000 | -22.6% | 2,380 | -20.5% | 0.07% | -23.0% |
| Q1 2015 | $234,000 | -13.7% | 2,995 | -13.1% | 0.09% | -25.6% |
| Q4 2014 | $271,000 | +5.0% | 3,445 | 0.0% | 0.12% | -26.4% |
| Q3 2014 | $258,000 | -2.3% | 3,445 | 0.0% | 0.16% | -3.0% |
| Q2 2014 | $264,000 | +4.3% | 3,445 | 0.0% | 0.16% | -7.9% |
| Q1 2014 | $253,000 | +1.2% | 3,445 | 0.0% | 0.18% | -1.7% |
| Q4 2013 | $250,000 | – | 3,445 | – | 0.18% | – |
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% |