SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $589,000 | +0.3% | 6,016 | -5.1% | 0.12% | -13.3% |
| Q2 2018 | $587,000 | +1.6% | 6,336 | 0.0% | 0.14% | -2.7% |
| Q1 2018 | $578,000 | +9.1% | 6,336 | +12.9% | 0.15% | +20.5% |
| Q4 2017 | $530,000 | +3.3% | 5,613 | 0.0% | 0.12% | -7.6% |
| Q3 2017 | $513,000 | +2.8% | 5,613 | 0.0% | 0.13% | -8.3% |
| Q2 2017 | $499,000 | -0.8% | 5,613 | -1.7% | 0.14% | -12.7% |
| Q1 2017 | $503,000 | +2.7% | 5,710 | -0.3% | 0.16% | -17.1% |
| Q4 2016 | $490,000 | +1.7% | 5,727 | +0.3% | 0.20% | -7.0% |
| Q3 2016 | $482,000 | -12.7% | 5,710 | -13.2% | 0.21% | -7.8% |
| Q2 2016 | $552,000 | +5.3% | 6,580 | +0.3% | 0.23% | 0.0% |
| Q1 2016 | $524,000 | +13.7% | 6,561 | +4.8% | 0.23% | 0.0% |
| Q4 2015 | $461,000 | +2.0% | 6,261 | 0.0% | 0.23% | -9.0% |
| Q3 2015 | $452,000 | +64.4% | 6,261 | +73.4% | 0.26% | +67.8% |
| Q2 2015 | $275,000 | -44.4% | 3,611 | -42.9% | 0.15% | +7.8% |
| Q1 2015 | $495,000 | +73.7% | 6,327 | +75.2% | 0.14% | -12.4% |
| Q4 2014 | $285,000 | +5.2% | 3,611 | 0.0% | 0.16% | -1.8% |
| Q3 2014 | $271,000 | +2.7% | 3,611 | +4.9% | 0.16% | +1.2% |
| Q2 2014 | $264,000 | +1.5% | 3,441 | -2.7% | 0.16% | -5.8% |
| Q1 2014 | $260,000 | +1.2% | 3,536 | 0.0% | 0.17% | -1.7% |
| Q4 2013 | $257,000 | – | 3,536 | – | 0.18% | – |
Download | ||||||
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% |