SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 730 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $51,000 | -16.4% | 563 | -26.0% | 0.02% | -30.0% |
| Q1 2020 | $61,000 | -48.3% | 761 | -30.4% | 0.03% | -37.5% |
| Q4 2019 | $118,000 | +5.4% | 1,094 | +0.6% | 0.05% | 0.0% |
| Q3 2019 | $112,000 | +2.8% | 1,088 | +0.5% | 0.05% | 0.0% |
| Q2 2019 | $109,000 | -30.1% | 1,083 | -31.2% | 0.05% | -33.3% |
| Q1 2019 | $156,000 | +10.6% | 1,574 | +0.3% | 0.07% | +1.4% |
| Q4 2018 | $141,000 | +65.9% | 1,570 | +80.3% | 0.07% | +82.1% |
| Q3 2018 | $85,000 | +6.2% | 871 | +0.5% | 0.04% | +2.6% |
| Q2 2018 | $80,000 | +23.1% | 867 | +21.8% | 0.04% | +15.2% |
| Q1 2018 | $65,000 | -3.0% | 712 | +0.6% | 0.03% | +6.5% |
| Q4 2017 | $67,000 | – | 708 | – | 0.03% | – |
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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% |