SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $5,000 | +25.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | -20.0% | 42 | -32.3% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | -16.7% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 62 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $7,000 | +16.7% | 62 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $6,000 | 0.0% | 62 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $6,000 | 0.0% | 62 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $6,000 | +50.0% | 62 | +14.8% | 0.00% | +50.0% |
| Q4 2018 | $4,000 | -20.0% | 54 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 54 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $5,000 | – | 54 | – | 0.00% | – |
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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% |