SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,568 | -76.8% | 127 | -84.8% | 0.00% | -83.3% |
| Q1 2020 | $67,000 | -20.2% | 836 | 0.0% | 0.01% | -20.0% |
| Q2 2019 | $84,000 | +1.2% | 836 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $83,000 | +10.7% | 836 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $75,000 | -8.5% | 836 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $82,000 | +3.8% | 836 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $79,000 | +3.9% | 836 | 0.0% | 0.02% | -5.9% |
| Q1 2018 | $76,000 | -3.8% | 836 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $79,000 | +3.9% | 836 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $76,000 | +2.7% | 836 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $74,000 | 0.0% | 836 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $74,000 | +2.8% | 836 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $72,000 | +1.4% | 836 | 0.0% | 0.02% | +12.5% |
| Q3 2016 | $71,000 | +1.4% | 836 | 0.0% | 0.02% | -5.9% |
| Q2 2016 | $70,000 | +4.5% | 836 | 0.0% | 0.02% | -10.5% |
| Q1 2016 | $67,000 | +8.1% | 836 | 0.0% | 0.02% | +11.8% |
| Q4 2015 | $62,000 | +3.3% | 836 | 0.0% | 0.02% | -5.6% |
| Q3 2015 | $60,000 | -18.9% | 836 | -14.3% | 0.02% | -18.2% |
| Q2 2015 | $74,000 | -2.6% | 976 | 0.0% | 0.02% | -4.3% |
| Q1 2015 | $76,000 | -1.3% | 976 | 0.0% | 0.02% | -11.5% |
| Q4 2014 | $77,000 | -12.5% | 976 | -17.1% | 0.03% | -16.1% |
| Q3 2014 | $88,000 | – | 1,178 | – | 0.03% | – |
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% |