SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $8,791,000 | +24.1% | 88,436 | +11.7% | 1.85% | +15.1% |
| Q4 2018 | $7,086,000 | +15.7% | 79,160 | +26.6% | 1.61% | +26.6% |
| Q3 2018 | $6,122,000 | +13.2% | 62,513 | +7.1% | 1.27% | +3.6% |
| Q2 2018 | $5,409,000 | +6.7% | 58,350 | +4.9% | 1.22% | +4.2% |
| Q1 2018 | $5,071,000 | +5.3% | 55,598 | +9.0% | 1.18% | +1.4% |
| Q4 2017 | $4,817,000 | +13.1% | 50,985 | +9.4% | 1.16% | +5.3% |
| Q3 2017 | $4,258,000 | +8.4% | 46,624 | +5.5% | 1.10% | -8.7% |
| Q2 2017 | $3,927,000 | +17.5% | 44,181 | +16.6% | 1.21% | +6.5% |
| Q1 2017 | $3,341,000 | +23.8% | 37,901 | +20.2% | 1.13% | +8.0% |
| Q4 2016 | $2,698,000 | +13.3% | 31,529 | +11.7% | 1.05% | +6.7% |
| Q3 2016 | $2,382,000 | +3.2% | 28,236 | +2.6% | 0.98% | -1.3% |
| Q2 2016 | $2,309,000 | +26.1% | 27,513 | +20.1% | 1.00% | +17.6% |
| Q1 2016 | $1,831,000 | +33.4% | 22,904 | +19.8% | 0.85% | +13.7% |
| Q4 2015 | $1,373,000 | +54.8% | 19,118 | +55.6% | 0.74% | +38.2% |
| Q3 2015 | $887,000 | – | 12,287 | – | 0.54% | – |
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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% |