SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q3 2017. The put-call ratio across all filers is 0.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $141,462 | -6.2% | 1,230 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $150,773 | -10.8% | 1,230 | -10.0% | 0.01% | -18.8% |
| Q1 2023 | $169,112 | -1.1% | 1,367 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $171,025 | +24.8% | 1,367 | +11.1% | 0.02% | +14.3% |
| Q3 2022 | $137,000 | -6.2% | 1,230 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $146,000 | -7.0% | 1,230 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $157,000 | -1.3% | 1,230 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $159,000 | +9.7% | 1,230 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $145,000 | -87.7% | 1,230 | -90.2% | 0.01% | -90.6% |
| Q4 2017 | $1,183,000 | +3.4% | 12,520 | 0.0% | 0.13% | 0.0% |
| Q3 2017 | $1,144,000 | +2.8% | 12,520 | 0.0% | 0.13% | -10.5% |
| Q2 2017 | $1,113,000 | – | 12,520 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |