SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $16,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | -57.9% | 134 | -63.0% | 0.00% | -42.9% |
| Q4 2020 | $38,000 | -71.2% | 362 | -74.6% | 0.01% | -75.0% |
| Q3 2020 | $132,000 | +1.5% | 1,428 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $130,000 | +14.0% | 1,428 | 0.0% | 0.03% | -3.4% |
| Q1 2020 | $114,000 | -35.6% | 1,428 | -13.4% | 0.03% | -23.7% |
| Q4 2019 | $177,000 | -28.9% | 1,649 | -32.2% | 0.04% | -13.6% |
| Q3 2019 | $249,000 | +31.1% | 2,431 | +18.7% | 0.04% | +2.3% |
| Q2 2019 | $190,000 | -21.5% | 2,048 | -15.8% | 0.04% | -6.5% |
| Q1 2019 | $242,000 | -43.3% | 2,431 | -49.1% | 0.05% | -50.0% |
| Q4 2018 | $427,000 | +79.4% | 4,773 | +96.3% | 0.09% | +91.7% |
| Q3 2018 | $238,000 | +0.8% | 2,431 | -4.6% | 0.05% | -5.9% |
| Q2 2018 | $236,000 | -2.9% | 2,548 | -4.3% | 0.05% | -5.6% |
| Q1 2018 | $243,000 | +6.6% | 2,663 | +87.5% | 0.05% | 0.0% |
| Q4 2017 | $228,000 | – | 1,420 | – | 0.05% | – |
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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% |