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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $16,000 | +14.3% | 154 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $14,000 | -91.2% | 154 | -91.2% | 0.01% | -92.3% |
| Q2 2020 | $160,000 | +14.3% | 1,754 | 0.0% | 0.06% | +3.2% |
| Q1 2020 | $140,000 | -33.3% | 1,754 | -10.2% | 0.06% | -23.2% |
| Q4 2019 | $210,000 | +4.5% | 1,954 | 0.0% | 0.08% | -1.2% |
| Q3 2019 | $201,000 | -20.6% | 1,954 | -22.1% | 0.08% | -25.2% |
| Q2 2019 | $253,000 | +17.7% | 2,508 | +15.7% | 0.11% | +14.4% |
| Q1 2019 | $215,000 | +54.7% | 2,167 | +39.4% | 0.10% | +47.0% |
| Q4 2018 | $139,000 | -8.6% | 1,554 | 0.0% | 0.07% | -4.3% |
| Q3 2018 | $152,000 | +5.6% | 1,554 | 0.0% | 0.07% | 0.0% |
| Q2 2018 | $144,000 | +1.4% | 1,554 | 0.0% | 0.07% | -4.2% |
| Q1 2018 | $142,000 | -3.4% | 1,554 | 0.0% | 0.07% | -20.9% |
| Q4 2017 | $147,000 | +3.5% | 1,554 | 0.0% | 0.09% | -2.2% |
| Q3 2017 | $142,000 | +2.9% | 1,554 | 0.0% | 0.09% | -2.1% |
| Q2 2017 | $138,000 | +0.7% | 1,554 | 0.0% | 0.10% | -4.0% |
| Q1 2017 | $137,000 | +3.0% | 1,554 | 0.0% | 0.10% | -16.8% |
| Q4 2016 | $133,000 | +1.5% | 1,554 | 0.0% | 0.12% | -15.0% |
| Q3 2016 | $131,000 | +0.8% | 1,554 | 0.0% | 0.14% | -2.8% |
| Q2 2016 | $130,000 | -54.2% | 1,554 | -56.3% | 0.14% | -44.4% |
| Q1 2016 | $284,000 | +2481.8% | 3,554 | +2207.8% | 0.26% | +2777.8% |
| Q4 2015 | $11,000 | 0.0% | 154 | 0.0% | 0.01% | -35.7% |
| Q3 2015 | $11,000 | -8.3% | 154 | 0.0% | 0.01% | +7.7% |
| Q2 2015 | $12,000 | 0.0% | 154 | 0.0% | 0.01% | +8.3% |
| Q1 2015 | $12,000 | 0.0% | 154 | 0.0% | 0.01% | -7.7% |
| Q4 2014 | $12,000 | – | 154 | – | 0.01% | – |
Download | ||||||
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% |