Vontobel Swiss Wealth Advisors AG - SPDR SERIES TRUST ownership

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
Vontobel Swiss Wealth Advisors AG ownership history of SPDR SERIES TRUST
ValueSharesWeighting
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$3,908,00049,6162.86%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2017
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,785,183$142,565,00024.82%
Silversage Advisors 157,501$12,578,00018.38%
Stratford Consulting, LLC 338,583$27,039,00012.34%
O'Dell Group, LLC 219,326$17,515,00011.39%
SIMON QUICK ADVISORS, LLC 372,729$29,766,00011.04%
MARINO, STRAM & ASSOCIATES LLC 177,396$14,167,00010.92%
Jackson, Grant Investment Advisers, Inc. 171,447$13,692,00010.10%
Wolff Financial Management LLC 167,242$13,356,00010.08%
Essex Private Wealth Management, LLC 95,394$7,618,0009.94%
One Charles Private Wealth Services, LLC 142,887$11,411,0009.42%
View complete list of SPDR SERIES TRUST shareholders