SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 440 filers reported holding SPDR SERIES TRUST in Q4 2014. The put-call ratio across all filers is 1.19 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,640,000 | +18.3% | 12,700 | +7.7% | 0.11% | 0.0% |
| Q3 2021 | $1,386,000 | -5.4% | 11,796 | -1.5% | 0.11% | -7.7% |
| Q2 2021 | $1,465,000 | +14.7% | 11,978 | +10.7% | 0.12% | +3.5% |
| Q1 2021 | $1,277,000 | +24.3% | 10,819 | +11.7% | 0.11% | +15.3% |
| Q4 2020 | $1,027,000 | +5.5% | 9,689 | -8.0% | 0.10% | -6.7% |
| Q3 2020 | $973,000 | -15.9% | 10,526 | -17.0% | 0.10% | -22.2% |
| Q2 2020 | $1,157,000 | +30.4% | 12,689 | +14.2% | 0.14% | +18.4% |
| Q1 2020 | $887,000 | -29.4% | 11,111 | -4.8% | 0.11% | -12.3% |
| Q4 2019 | $1,256,000 | +25.1% | 11,674 | +19.2% | 0.13% | +19.3% |
| Q3 2019 | $1,004,000 | -1.0% | 9,790 | -2.6% | 0.11% | 0.0% |
| Q2 2019 | $1,014,000 | +567.1% | 10,047 | +556.2% | 0.11% | +179.5% |
| Q1 2019 | $152,000 | -85.4% | 1,531 | -86.8% | 0.04% | -81.9% |
| Q4 2018 | $1,038,000 | +561.1% | 11,594 | +623.7% | 0.22% | +195.9% |
| Q3 2018 | $157,000 | -69.0% | 1,602 | -71.2% | 0.07% | -31.8% |
| Q1 2018 | $507,000 | +172.6% | 5,561 | +177.1% | 0.11% | +105.8% |
| Q3 2017 | $186,000 | -99.6% | 2,007 | +254.6% | 0.05% | +333.3% |
| Q2 2017 | $50,000,000 | -12.3% | 566 | -11.7% | 0.01% | -25.0% |
| Q1 2017 | $57,000,000 | -92.9% | 641 | -93.2% | 0.02% | -88.7% |
| Q4 2016 | $808,000,000 | +103224.8% | 9,449 | +2.0% | 0.14% | +0.7% |
| Q3 2016 | $782,000 | +1563.8% | 9,265 | +1539.8% | 0.14% | +840.0% |
| Q2 2016 | $47,000 | -44.7% | 565 | -46.9% | 0.02% | -50.0% |
| Q1 2016 | $85,000 | -13.3% | 1,065 | -20.2% | 0.03% | -18.9% |
| Q4 2015 | $98,000 | -12.5% | 1,335 | -14.4% | 0.04% | -7.5% |
| Q3 2015 | $112,000 | +6.7% | 1,560 | +12.2% | 0.04% | +11.1% |
| Q2 2015 | $105,000 | -2.8% | 1,390 | 0.0% | 0.04% | +2.9% |
| Q1 2015 | $108,000 | +21.3% | 1,390 | +22.5% | 0.04% | +16.7% |
| Q4 2014 | $89,000 | -90.4% | 1,135 | -90.8% | 0.03% | -83.7% |
| Q3 2014 | $925,000 | +9150.0% | 12,341 | +9249.2% | 0.18% | +3580.0% |
| Q2 2014 | $10,000 | – | 132 | – | 0.01% | – |
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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% |