SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q3 2017. The put-call ratio across all filers is 0.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $389,000 | -37.7% | 3,858 | -38.5% | 0.21% | -69.1% |
| Q1 2019 | $624,000 | -80.6% | 6,277 | -82.5% | 0.68% | -71.7% |
| Q4 2018 | $3,217,000 | -29.3% | 35,943 | -22.7% | 2.39% | -10.3% |
| Q3 2018 | $4,551,000 | -9.9% | 46,475 | -14.7% | 2.67% | -7.0% |
| Q2 2018 | $5,050,000 | -1.4% | 54,473 | -3.0% | 2.87% | +6.1% |
| Q1 2018 | $5,121,000 | -1.9% | 56,151 | +1.6% | 2.70% | -12.1% |
| Q4 2017 | $5,222,000 | -2.7% | 55,272 | -5.9% | 3.07% | -6.1% |
| Q3 2017 | $5,365,000 | +5.3% | 58,750 | +2.5% | 3.27% | +1.0% |
| Q2 2017 | $5,096,000 | +10.7% | 57,327 | +9.7% | 3.24% | +29.9% |
| Q1 2017 | $4,604,000 | +5.2% | 52,236 | +2.1% | 2.49% | -7.3% |
| Q4 2016 | $4,378,000 | +0.4% | 51,164 | -1.0% | 2.69% | +15.1% |
| Q3 2016 | $4,361,000 | +2.1% | 51,696 | -8.6% | 2.34% | -7.7% |
| Q2 2016 | $4,273,000 | +0.1% | 56,561 | +5.9% | 2.53% | +11.7% |
| Q1 2016 | $4,268,000 | +9.7% | 53,391 | +0.9% | 2.27% | -1.0% |
| Q4 2015 | $3,892,000 | +4.6% | 52,899 | +0.2% | 2.29% | -10.3% |
| Q3 2015 | $3,721,000 | -11.7% | 52,771 | -14.3% | 2.56% | -9.4% |
| Q2 2015 | $4,213,000 | +10.7% | 61,597 | +26.5% | 2.82% | +9.0% |
| Q1 2015 | $3,806,000 | -2.6% | 48,676 | -1.9% | 2.59% | -9.4% |
| Q4 2014 | $3,908,000 | – | 49,616 | – | 2.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |