SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $358,000 | -8.7% | 4,000 | 0.0% | 0.17% | +14.5% |
| Q3 2018 | $392,000 | -53.0% | 4,000 | -55.6% | 0.14% | -31.3% |
| Q2 2018 | $834,000 | +120.6% | 9,000 | +125.0% | 0.21% | +88.4% |
| Q4 2017 | $378,000 | +3.6% | 4,000 | 0.0% | 0.11% | 0.0% |
| Q3 2017 | $365,000 | -31.5% | 4,000 | -33.3% | 0.11% | -26.8% |
| Q2 2017 | $533,000 | -32.8% | 6,000 | -33.3% | 0.15% | -36.0% |
| Q1 2017 | $793,000 | +3.0% | 9,000 | 0.0% | 0.24% | -8.1% |
| Q4 2016 | $770,000 | -22.6% | 9,000 | -23.7% | 0.26% | -26.8% |
| Q3 2016 | $995,000 | +0.5% | 11,800 | 0.0% | 0.36% | +8.9% |
| Q2 2016 | $990,000 | +40.8% | 11,800 | +34.1% | 0.33% | +29.9% |
| Q1 2016 | $703,000 | +8.7% | 8,800 | 0.0% | 0.25% | +21.3% |
| Q4 2015 | $647,000 | +1.9% | 8,800 | 0.0% | 0.21% | -11.2% |
| Q3 2015 | $635,000 | -5.4% | 8,800 | 0.0% | 0.23% | +19.5% |
| Q2 2015 | $671,000 | -2.5% | 8,800 | 0.0% | 0.20% | -3.0% |
| Q1 2015 | $688,000 | -0.7% | 8,800 | 0.0% | 0.20% | -2.4% |
| Q4 2014 | $693,000 | +5.2% | 8,800 | 0.0% | 0.21% | -5.5% |
| Q3 2014 | $659,000 | -2.2% | 8,800 | 0.0% | 0.22% | +6.3% |
| Q2 2014 | $674,000 | +4.0% | 8,800 | 0.0% | 0.20% | -5.5% |
| Q1 2014 | $648,000 | +1.4% | 8,800 | 0.0% | 0.22% | +6.4% |
| Q4 2013 | $639,000 | +5.3% | 8,800 | 0.0% | 0.20% | -0.5% |
| Q3 2013 | $607,000 | +4.1% | 8,800 | 0.0% | 0.20% | -3.8% |
| Q2 2013 | $583,000 | – | 8,800 | – | 0.21% | – |
Download | ||||||
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% |