SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 366 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is 0.69 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $208,386 | -52.7% | 1,700 | -54.3% | 0.02% | -63.0% |
| Q2 2022 | $441,000 | +92.6% | 3,717 | +48.0% | 0.05% | -9.8% |
| Q1 2018 | $229,000 | -8.4% | 2,511 | -5.0% | 0.05% | -8.9% |
| Q4 2017 | $250,000 | -10.1% | 2,643 | -13.1% | 0.06% | -13.8% |
| Q3 2017 | $278,000 | +3.0% | 3,043 | 0.0% | 0.06% | -3.0% |
| Q2 2017 | $270,000 | -22.6% | 3,043 | -23.1% | 0.07% | -26.4% |
| Q1 2017 | $349,000 | +0.3% | 3,955 | -2.6% | 0.09% | -5.2% |
| Q4 2016 | $348,000 | +1.5% | 4,062 | 0.0% | 0.10% | -1.0% |
| Q3 2016 | $343,000 | +5.9% | 4,062 | +5.2% | 0.10% | +9.0% |
| Q2 2016 | $324,000 | -5.0% | 3,862 | -9.4% | 0.09% | -3.3% |
| Q1 2016 | $341,000 | -5.5% | 4,262 | -13.2% | 0.09% | -2.1% |
| Q4 2015 | $361,000 | +25.3% | 4,912 | +22.8% | 0.09% | +25.3% |
| Q3 2015 | $288,000 | -0.3% | 4,000 | +5.3% | 0.08% | -3.8% |
| Q2 2015 | $289,000 | -89.5% | 3,800 | -89.2% | 0.08% | -88.5% |
| Q1 2015 | $2,753,000 | -3.1% | 35,205 | -2.4% | 0.68% | -10.8% |
| Q4 2014 | $2,841,000 | -0.8% | 36,058 | -5.6% | 0.76% | -12.0% |
| Q3 2014 | $2,864,000 | +473.9% | 38,215 | +486.7% | 0.87% | +386.5% |
| Q2 2014 | $499,000 | +10.9% | 6,513 | +6.6% | 0.18% | -6.8% |
| Q1 2014 | $450,000 | +1.1% | 6,110 | -0.2% | 0.19% | -25.1% |
| Q4 2013 | $445,000 | +23.3% | 6,121 | +16.9% | 0.26% | +20.9% |
| Q3 2013 | $361,000 | -15.9% | 5,234 | -18.6% | 0.21% | -11.0% |
| Q2 2013 | $429,000 | – | 6,430 | – | 0.24% | – |
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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% |