SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 366 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is 0.69 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $257,000 | +1.6% | 2,769 | 0.0% | 0.06% | -1.6% |
| Q1 2018 | $253,000 | -20.4% | 2,769 | -17.8% | 0.06% | -24.4% |
| Q4 2017 | $318,000 | +0.3% | 3,369 | -2.9% | 0.08% | +3.8% |
| Q3 2017 | $317,000 | +19.2% | 3,470 | +15.8% | 0.08% | +12.9% |
| Q2 2017 | $266,000 | +5.1% | 2,996 | +4.4% | 0.07% | +1.4% |
| Q1 2017 | $253,000 | +2.8% | 2,870 | 0.0% | 0.07% | -2.8% |
| Q4 2016 | $246,000 | +5.1% | 2,870 | +3.4% | 0.07% | +7.6% |
| Q3 2016 | $234,000 | +7.8% | 2,775 | +7.2% | 0.07% | +4.8% |
| Q2 2016 | $217,000 | +4.8% | 2,588 | 0.0% | 0.06% | -13.7% |
| Q1 2016 | $207,000 | -11.5% | 2,588 | -18.5% | 0.07% | -55.2% |
| Q1 2014 | $234,000 | +7.3% | 3,177 | +6.0% | 0.16% | +10.9% |
| Q4 2013 | $218,000 | – | 2,997 | – | 0.15% | – |
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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% |