SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 737 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,000 | +50.0% | 30 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -99.9% | 30 | -99.9% | 0.00% | -100.0% |
| Q1 2020 | $1,736,000 | -37.8% | 21,738 | -16.2% | 0.37% | -13.6% |
| Q4 2019 | $2,790,000 | +25.5% | 25,941 | +19.7% | 0.43% | +11.5% |
| Q3 2019 | $2,223,000 | +25.9% | 21,667 | +23.8% | 0.38% | +27.6% |
| Q2 2019 | $1,766,000 | +25.9% | 17,507 | +24.0% | 0.30% | +12.7% |
| Q1 2019 | $1,403,000 | +72.1% | 14,113 | +54.9% | 0.27% | +85.4% |
| Q4 2018 | $815,000 | – | 9,112 | – | 0.14% | – |
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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% |