SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 501 filers reported holding SPDR SERIES TRUST in Q2 2016. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $201,427 | -27.8% | 1,610 | -26.0% | 0.00% | 0.0% |
| Q1 2022 | $279,000 | +34.1% | 2,175 | +35.1% | 0.00% | 0.0% |
| Q4 2021 | $208,000 | -26.5% | 1,610 | -33.2% | 0.00% | 0.0% |
| Q3 2021 | $283,000 | +39.4% | 2,410 | +45.2% | 0.00% | 0.0% |
| Q2 2021 | $203,000 | -45.9% | 1,660 | -58.2% | 0.00% | -66.7% |
| Q4 2017 | $375,000 | +3.6% | 3,967 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $362,000 | -2.2% | 3,967 | -4.8% | 0.00% | 0.0% |
| Q2 2017 | $370,000 | +0.8% | 4,167 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $367,000 | -25.4% | 4,167 | -27.6% | 0.00% | -40.0% |
| Q4 2016 | $492,000 | -16.2% | 5,753 | -17.3% | 0.01% | -16.7% |
| Q3 2016 | $587,000 | +82.9% | 6,953 | +81.5% | 0.01% | +100.0% |
| Q2 2016 | $321,000 | -38.5% | 3,830 | -41.3% | 0.00% | -40.0% |
| Q1 2016 | $522,000 | +15.0% | 6,530 | +5.7% | 0.01% | +25.0% |
| Q4 2015 | $454,000 | – | 6,176 | – | 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% |