SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 439 filers reported holding SPDR SERIES TRUST in Q3 2015. The put-call ratio across all filers is 0.17 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $1,046,000 | +311.8% | 11,771 | +307.9% | 0.03% | +314.3% |
Q1 2017 | $254,000 | -42.3% | 2,886 | -43.9% | 0.01% | -36.4% |
Q4 2016 | $440,000 | +91.3% | 5,148 | +78.7% | 0.01% | +83.3% |
Q1 2016 | $230,000 | -68.6% | 2,881 | -70.0% | 0.01% | -53.8% |
Q2 2015 | $732,000 | +183.7% | 9,601 | +156.8% | 0.01% | +333.3% |
Q3 2013 | $258,000 | – | 3,739 | – | 0.00% | – |
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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% |