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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $68,000 | -34.6% | 750 | -31.8% | 0.08% | -32.8% |
| Q4 2017 | $104,000 | +4.0% | 1,100 | 0.0% | 0.12% | +6.2% |
| Q3 2017 | $100,000 | +2.0% | 1,100 | 0.0% | 0.11% | +4.7% |
| Q2 2017 | $98,000 | +1.0% | 1,100 | 0.0% | 0.11% | +9.2% |
| Q1 2017 | $97,000 | +3.2% | 1,100 | 0.0% | 0.10% | +2.1% |
| Q4 2016 | $94,000 | +1.1% | 1,100 | 0.0% | 0.10% | -2.0% |
| Q3 2016 | $93,000 | +1.1% | 1,100 | 0.0% | 0.10% | -1.0% |
| Q2 2016 | $92,000 | -31.3% | 1,100 | -34.2% | 0.10% | -31.7% |
| Q1 2016 | $134,000 | -29.8% | 1,671 | -35.7% | 0.14% | -30.0% |
| Q4 2015 | $191,000 | -27.7% | 2,600 | -28.9% | 0.21% | -33.2% |
| Q3 2015 | $264,000 | -35.3% | 3,657 | -31.7% | 0.31% | -30.3% |
| Q2 2015 | $408,000 | -4.4% | 5,357 | -1.8% | 0.44% | -3.1% |
| Q1 2015 | $427,000 | -17.4% | 5,457 | -16.8% | 0.46% | -16.2% |
| Q4 2014 | $517,000 | -30.0% | 6,557 | -33.5% | 0.55% | -31.6% |
| Q3 2014 | $739,000 | -19.7% | 9,857 | -17.9% | 0.80% | -17.9% |
| Q2 2014 | $920,000 | -12.0% | 12,007 | -15.5% | 0.98% | -12.6% |
| Q1 2014 | $1,045,000 | -0.8% | 14,207 | -2.1% | 1.12% | +1.8% |
| Q4 2013 | $1,053,000 | +3.1% | 14,507 | -2.0% | 1.10% | -5.3% |
| Q3 2013 | $1,021,000 | -9.2% | 14,807 | -12.7% | 1.16% | -29.0% |
| Q2 2013 | $1,124,000 | – | 16,957 | – | 1.63% | – |
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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% |