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 | 1,793,913 | $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% |