SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $591,000 | -22.8% | 5,765 | -24.1% | 0.08% | -24.1% |
| Q2 2019 | $766,000 | +1.1% | 7,591 | -0.4% | 0.11% | -10.0% |
| Q1 2019 | $758,000 | +11.1% | 7,621 | +0.0% | 0.12% | -0.8% |
| Q4 2018 | $682,000 | -6.3% | 7,619 | +2.5% | 0.12% | +3.4% |
| Q3 2018 | $728,000 | +4.9% | 7,430 | -0.8% | 0.12% | +2.6% |
| Q2 2018 | $694,000 | -5.3% | 7,489 | -6.8% | 0.11% | -10.2% |
| Q1 2018 | $733,000 | -10.1% | 8,038 | -6.8% | 0.13% | -10.6% |
| Q4 2017 | $815,000 | +0.6% | 8,628 | -2.7% | 0.14% | -9.0% |
| Q3 2017 | $810,000 | +1.8% | 8,871 | -1.0% | 0.16% | -4.3% |
| Q2 2017 | $796,000 | +3.4% | 8,959 | +2.5% | 0.16% | -1.8% |
| Q1 2017 | $770,000 | +5.8% | 8,739 | +2.8% | 0.17% | +2.5% |
| Q4 2016 | $728,000 | -14.4% | 8,505 | -15.6% | 0.16% | -16.1% |
| Q3 2016 | $850,000 | -0.1% | 10,075 | -0.7% | 0.19% | -6.3% |
| Q2 2016 | $851,000 | +46.7% | 10,141 | +39.6% | 0.21% | +57.3% |
| Q1 2016 | $580,000 | +11.1% | 7,262 | +2.3% | 0.13% | -1.5% |
| Q4 2015 | $522,000 | +17.8% | 7,100 | +15.7% | 0.13% | +13.7% |
| Q3 2015 | $443,000 | -9.0% | 6,137 | -4.0% | 0.12% | -7.9% |
| Q2 2015 | $487,000 | +1.9% | 6,390 | +4.5% | 0.13% | +38.0% |
| Q1 2015 | $478,000 | -5.0% | 6,116 | -4.3% | 0.09% | -37.0% |
| Q4 2014 | $503,000 | -18.1% | 6,390 | -22.0% | 0.15% | -28.1% |
| Q3 2014 | $614,000 | +39.5% | 8,191 | +42.6% | 0.20% | +43.0% |
| Q2 2014 | $440,000 | +42.4% | 5,746 | +36.7% | 0.14% | +35.2% |
| Q1 2014 | $309,000 | – | 4,204 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,793,913 | $158,116,000 | 31.02% |
| Spectrum Asset Management, Inc. (NB/CA) | 194,247 | $17,121,000 | 15.74% |
| Jackson, Grant Investment Advisers, Inc. | 193,372 | $17,044,000 | 13.67% |
| O'Dell Group, LLC | 161,388 | $14,225,000 | 12.61% |
| Stratford Consulting, LLC | 332,007 | $29,263,000 | 11.69% |
| Private Vista, LLC | 404,288 | $35,849,000 | 8.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 113,177 | $9,975,000 | 8.64% |
| Ruggie Capital Group | 125,166 | $10,990,000 | 8.19% |
| Threshold Group LLC | 76,034 | $6,702,000 | 6.46% |
| Capital Investment Advisors, LLC | 935,800 | $82,481,000 | 6.26% |