SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 754 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $25 | -100.0% | 200 | -97.6% | 0.00% | – |
| Q3 2021 | $996,000 | -73.0% | 8,475 | -71.9% | 0.00% | -100.0% |
| Q2 2021 | $3,692,000 | +3.0% | 30,190 | -0.6% | 0.00% | 0.0% |
| Q1 2021 | $3,586,000 | +3251.4% | 30,379 | +2731.2% | 0.00% | – |
| Q1 2019 | $107,000 | -67.1% | 1,073 | -70.5% | 0.00% | – |
| Q4 2018 | $325,000 | – | 3,634 | +363300.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -99.9% | 0.00% | – |
| Q2 2018 | $87,000 | -10.3% | 941 | -11.9% | 0.00% | – |
| Q1 2018 | $97,000 | +1516.7% | 1,068 | +1470.6% | 0.00% | – |
| Q4 2017 | $6,000 | -98.6% | 68 | -98.6% | 0.00% | – |
| Q3 2017 | $443,000 | -42.2% | 4,856 | -43.7% | 0.00% | -100.0% |
| Q2 2017 | $766,000 | +7.0% | 8,620 | +6.2% | 0.00% | 0.0% |
| Q1 2017 | $716,000 | -12.1% | 8,120 | -14.7% | 0.00% | 0.0% |
| Q4 2016 | $815,000 | +1.5% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $803,000 | +0.5% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $799,000 | +6.2% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $752,000 | +23.9% | 9,520 | +14.4% | 0.00% | 0.0% |
| Q4 2015 | $607,000 | -93.0% | 8,320 | -93.1% | 0.00% | -90.0% |
| Q3 2015 | $8,641,000 | -4.5% | 120,028 | +0.9% | 0.01% | 0.0% |
| Q2 2015 | $9,047,000 | -6.3% | 118,916 | -3.7% | 0.01% | -9.1% |
| Q1 2015 | $9,655,000 | +13.2% | 123,543 | +13.2% | 0.01% | +37.5% |
| Q4 2014 | $8,529,000 | +19.6% | 109,135 | +13.5% | 0.01% | +14.3% |
| Q3 2014 | $7,129,000 | -5.4% | 96,166 | -2.9% | 0.01% | -12.5% |
| Q2 2014 | $7,533,000 | +13.4% | 99,065 | +8.8% | 0.01% | 0.0% |
| Q1 2014 | $6,645,000 | -6.2% | 91,078 | -7.5% | 0.01% | +14.3% |
| Q4 2013 | $7,084,000 | +8.4% | 98,412 | +2.3% | 0.01% | -12.5% |
| Q3 2013 | $6,538,000 | -20.5% | 96,161 | -22.5% | 0.01% | -20.0% |
| Q2 2013 | $8,224,000 | – | 124,042 | – | 0.01% | – |
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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% |