SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 578 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,249 | +8.7% | 50 | 0.0% | 0.00% | 0.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,543,157 | $111,354,000 | 29.72% |
| Avidian Wealth Enterprises, LLC | 593,369 | $42,818,000 | 26.76% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 859,549 | $62,025,000 | 25.52% |
| Spectrum Asset Management, Inc. (NB/CA) | 146,945 | $10,604,000 | 12.43% |
| Stratford Consulting, LLC | 293,936 | $21,210,000 | 11.37% |
| Ruggie Capital Group | 146,895 | $11,386,000 | 10.80% |
| Berkshire Money Management, Inc. | 312,039 | $24,589,000 | 7.54% |
| Klingman & Associates, LLC | 258,809 | $18,675,000 | 7.32% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 126,566 | $9,133,000 | 6.44% |
| Capital Investment Advisors, LLC | 758,185 | $54,711,000 | 6.14% |