SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $759,000 | +248.2% | 6,807 | +269.9% | 0.07% | +273.7% |
| Q2 2022 | $218,000 | -76.0% | 1,840 | -74.0% | 0.02% | -70.8% |
| Q1 2022 | $907,000 | +9.1% | 7,081 | +0.2% | 0.06% | -1.5% |
| Q4 2021 | $831,000 | 0.0% | 7,067 | 0.0% | 0.07% | -13.2% |
| Q3 2021 | $831,000 | -3.7% | 7,067 | +0.1% | 0.08% | +16.9% |
| Q2 2021 | $863,000 | +1.3% | 7,059 | -2.3% | 0.06% | -11.0% |
| Q1 2021 | $852,000 | +95.4% | 7,222 | +75.3% | 0.07% | +82.5% |
| Q4 2020 | $436,000 | +29.0% | 4,119 | +12.5% | 0.04% | +11.1% |
| Q3 2020 | $338,000 | -1.5% | 3,661 | -2.7% | 0.04% | -7.7% |
| Q2 2020 | $343,000 | -6.5% | 3,762 | -18.0% | 0.04% | -27.8% |
| Q1 2020 | $367,000 | -25.4% | 4,590 | +0.4% | 0.05% | -10.0% |
| Q4 2019 | $492,000 | +29.1% | 4,571 | +23.2% | 0.06% | +20.0% |
| Q3 2019 | $381,000 | +2.1% | 3,710 | +0.4% | 0.05% | -3.8% |
| Q2 2019 | $373,000 | +1.9% | 3,695 | +0.4% | 0.05% | -1.9% |
| Q1 2019 | $366,000 | +11.6% | 3,681 | +0.3% | 0.05% | -1.9% |
| Q4 2018 | $328,000 | +35.0% | 3,669 | +48.1% | 0.05% | +54.3% |
| Q3 2018 | $243,000 | +6.1% | 2,478 | +0.3% | 0.04% | 0.0% |
| Q2 2018 | $229,000 | +1.8% | 2,471 | +0.4% | 0.04% | 0.0% |
| Q1 2018 | $225,000 | -19.6% | 2,462 | -22.4% | 0.04% | -45.3% |
| Q1 2017 | $280,000 | +6.5% | 3,174 | +3.2% | 0.06% | +8.5% |
| Q4 2016 | $263,000 | -19.6% | 3,077 | -20.6% | 0.06% | -18.1% |
| Q3 2016 | $327,000 | +1.2% | 3,873 | +0.5% | 0.07% | 0.0% |
| Q2 2016 | $323,000 | +5.6% | 3,852 | +0.6% | 0.07% | +7.5% |
| Q1 2016 | $306,000 | +9.3% | 3,830 | +0.5% | 0.07% | +19.6% |
| Q4 2015 | $280,000 | -2.1% | 3,810 | -3.9% | 0.06% | -11.1% |
| Q3 2015 | $286,000 | -3.4% | 3,964 | +2.0% | 0.06% | -11.3% |
| Q2 2015 | $296,000 | +6.1% | 3,887 | +8.9% | 0.07% | -9.0% |
| Q1 2015 | $279,000 | +0.7% | 3,569 | +1.6% | 0.08% | -1.3% |
| Q4 2014 | $277,000 | +8.6% | 3,514 | +3.4% | 0.08% | -15.1% |
| Q3 2014 | $255,000 | -1.2% | 3,397 | +0.7% | 0.09% | 0.0% |
| Q2 2014 | $258,000 | +4.5% | 3,373 | +0.5% | 0.09% | -2.1% |
| Q1 2014 | $247,000 | +2.5% | 3,355 | +1.0% | 0.10% | +2.2% |
| Q4 2013 | $241,000 | +12.6% | 3,323 | +2.7% | 0.09% | +5.7% |
| Q3 2013 | $214,000 | 0.0% | 3,235 | 0.0% | 0.09% | 0.0% |
| Q2 2013 | $214,000 | +0.5% | 3,235 | 0.0% | 0.09% | -2.2% |
| Q1 2013 | $213,000 | -56.5% | 3,235 | -61.6% | 0.09% | -58.7% |
| Q4 2012 | $490,000 | -50.3% | 8,418 | -50.4% | 0.22% | -49.4% |
| Q3 2012 | $986,000 | -42.5% | 16,967 | -45.0% | 0.43% | -43.2% |
| Q2 2012 | $1,716,000 | – | 30,829 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |