SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 556 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $4,376,000 | -4.9% | 37,225 | -1.0% | 1.71% | -6.7% |
Q2 2021 | $4,600,000 | +3.3% | 37,618 | -0.3% | 1.84% | -1.8% |
Q1 2021 | $4,455,000 | +14.3% | 37,745 | +2.6% | 1.87% | +11.4% |
Q4 2020 | $3,899,000 | -7.3% | 36,803 | -19.1% | 1.68% | -18.9% |
Q3 2020 | $4,204,000 | +2.3% | 45,496 | +1.0% | 2.07% | -8.6% |
Q2 2020 | $4,108,000 | +8.2% | 45,038 | -5.3% | 2.26% | -13.1% |
Q1 2020 | $3,797,000 | -37.3% | 47,545 | -15.5% | 2.61% | -21.0% |
Q4 2019 | $6,053,000 | +7.1% | 56,267 | +2.2% | 3.30% | -6.5% |
Q3 2019 | $5,650,000 | +18.5% | 55,065 | +16.5% | 3.53% | +24.1% |
Q2 2019 | $4,768,000 | +3.2% | 47,260 | +1.6% | 2.84% | +3.2% |
Q1 2019 | $4,622,000 | +14.3% | 46,499 | +2.9% | 2.76% | -1.0% |
Q4 2018 | $4,045,000 | -6.6% | 45,190 | +2.2% | 2.78% | +3.2% |
Q3 2018 | $4,329,000 | +5.4% | 44,201 | -0.3% | 2.70% | -0.2% |
Q2 2018 | $4,108,000 | -6.3% | 44,318 | -7.8% | 2.70% | -11.7% |
Q1 2018 | $4,383,000 | -44.3% | 48,061 | -42.3% | 3.06% | -38.3% |
Q4 2017 | $7,874,000 | +3.6% | 83,342 | +0.1% | 4.96% | -0.4% |
Q3 2017 | $7,602,000 | -0.2% | 83,236 | -2.9% | 4.98% | -5.6% |
Q2 2017 | $7,620,000 | +2.1% | 85,720 | +1.2% | 5.27% | -2.8% |
Q1 2017 | $7,463,000 | -11.8% | 84,672 | -14.4% | 5.42% | -11.6% |
Q4 2016 | $8,462,000 | +6.9% | 98,899 | +5.4% | 6.13% | +3.8% |
Q3 2016 | $7,916,000 | +13.6% | 93,841 | +13.0% | 5.90% | +3.4% |
Q2 2016 | $6,969,000 | +17.4% | 83,038 | +11.8% | 5.71% | +12.8% |
Q1 2016 | $5,938,000 | +29.4% | 74,293 | +19.1% | 5.06% | +30.0% |
Q4 2015 | $4,588,000 | – | 62,358 | – | 3.89% | – |
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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% |