SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 643 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,078,000 | -8.1% | 11,672 | -9.2% | 0.25% | -18.4% |
| Q2 2020 | $1,173,000 | +20.7% | 12,859 | +5.7% | 0.31% | -3.7% |
| Q1 2020 | $972,000 | -29.6% | 12,167 | -5.1% | 0.32% | -24.1% |
| Q4 2019 | $1,380,000 | +12.4% | 12,825 | +7.2% | 0.42% | +3.7% |
| Q3 2019 | $1,228,000 | +15.4% | 11,964 | +13.4% | 0.41% | +11.7% |
| Q2 2019 | $1,064,000 | -2.2% | 10,547 | -3.6% | 0.37% | -1.9% |
| Q1 2019 | $1,088,000 | +10.2% | 10,942 | -0.8% | 0.37% | -19.6% |
| Q4 2018 | $987,000 | -3.3% | 11,026 | +5.8% | 0.46% | +45.9% |
| Q3 2018 | $1,021,000 | +4.3% | 10,425 | -1.3% | 0.32% | -25.9% |
| Q2 2018 | $979,000 | +0.6% | 10,560 | -1.0% | 0.43% | +35.8% |
| Q1 2018 | $973,000 | +209.9% | 10,664 | +220.4% | 0.32% | +127.3% |
| Q4 2017 | $314,000 | – | 3,328 | – | 0.14% | – |
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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% |