SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 326 filers reported holding SPDR SERIES TRUST in Q3 2013. The put-call ratio across all filers is 0.47 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,751 | -6.2% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,129 | +98.2% | 50 | +100.0% | 0.00% | 0.0% |
| Q1 2023 | $3,093 | -1.1% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,128 | +56.4% | 25 | +25.0% | 0.00% | – |
| Q3 2022 | $2,000 | -85.7% | 20 | -86.4% | 0.00% | -100.0% |
| Q4 2017 | $14,000 | +7.7% | 147 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 147 | 0.0% | 0.00% | -20.0% |
| Q2 2017 | $13,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $13,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $13,000 | +8.3% | 147 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 147 | 0.0% | 0.01% | -16.7% |
| Q2 2016 | $12,000 | 0.0% | 147 | 0.0% | 0.01% | -14.3% |
| Q1 2016 | $12,000 | +9.1% | 147 | 0.0% | 0.01% | +16.7% |
| Q4 2015 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | -14.3% |
| Q3 2015 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $11,000 | -8.3% | 147 | 0.0% | 0.01% | -12.5% |
| Q4 2014 | $12,000 | +9.1% | 147 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $11,000 | -42.1% | 147 | -43.2% | 0.01% | -43.8% |
| Q4 2013 | $19,000 | +5.6% | 259 | 0.0% | 0.02% | -5.9% |
| Q3 2013 | $18,000 | – | 259 | – | 0.02% | – |
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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% |