SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,151,525 | -6.2% | 62,182 | +0.0% | 0.20% | -6.5% |
| Q2 2023 | $7,622,054 | -0.9% | 62,180 | +0.0% | 0.21% | -5.7% |
| Q1 2023 | $7,692,126 | -1.1% | 62,179 | +0.0% | 0.23% | -21.5% |
| Q4 2022 | $7,779,006 | +5.1% | 62,177 | -0.3% | 0.29% | -5.9% |
| Q2 2022 | $7,400,000 | -7.3% | 62,348 | +0.0% | 0.31% | +7.7% |
| Q1 2022 | $7,987,000 | -0.9% | 62,347 | -0.1% | 0.28% | -3.1% |
| Q4 2021 | $8,059,000 | +4.5% | 62,413 | -4.9% | 0.29% | -2.6% |
| Q3 2021 | $7,713,000 | -9.2% | 65,611 | -5.5% | 0.30% | -13.2% |
| Q2 2021 | $8,490,000 | +3.6% | 69,431 | +0.0% | 0.35% | -10.1% |
| Q1 2021 | $8,195,000 | +11.3% | 69,430 | -0.1% | 0.39% | +7.2% |
| Q4 2020 | $7,363,000 | +13.0% | 69,510 | -1.5% | 0.36% | -1.9% |
| Q3 2020 | $6,518,000 | -1.3% | 70,538 | -2.6% | 0.37% | -8.7% |
| Q2 2020 | $6,604,000 | +4.8% | 72,411 | +23.6% | 0.40% | -19.6% |
| Q4 2019 | $6,303,000 | +4.9% | 58,594 | +0.0% | 0.50% | -4.6% |
| Q3 2019 | $6,010,000 | +2.0% | 58,574 | +0.2% | 0.52% | -11.2% |
| Q2 2019 | $5,895,000 | -10.5% | 58,433 | -11.8% | 0.59% | -17.9% |
| Q1 2019 | $6,587,000 | -33.2% | 66,259 | -39.9% | 0.72% | -26.7% |
| Q4 2018 | $9,865,000 | -8.9% | 110,194 | -0.3% | 0.98% | -2.7% |
| Q3 2018 | $10,823,000 | +5.5% | 110,518 | -0.1% | 1.01% | +0.6% |
| Q2 2018 | $10,255,000 | -3.2% | 110,631 | -4.7% | 1.00% | -5.3% |
| Q1 2018 | $10,591,000 | -3.0% | 116,133 | +0.5% | 1.06% | -5.6% |
| Q4 2017 | $10,920,000 | +4.6% | 115,584 | +1.1% | 1.12% | +1.5% |
| Q3 2017 | $10,443,000 | -3.5% | 114,339 | -6.1% | 1.10% | -8.5% |
| Q2 2017 | $10,823,000 | -0.6% | 121,760 | -1.5% | 1.21% | -0.9% |
| Q1 2017 | $10,891,000 | +1.2% | 123,561 | -1.8% | 1.22% | -1.0% |
| Q4 2016 | $10,763,000 | -2.1% | 125,800 | -3.4% | 1.23% | -8.2% |
| Q3 2016 | $10,989,000 | +66.8% | 130,259 | +66.0% | 1.34% | +40.9% |
| Q2 2016 | $6,587,000 | -15.0% | 78,491 | -19.1% | 0.95% | -21.8% |
| Q1 2016 | $7,752,000 | -24.5% | 96,979 | -30.5% | 1.22% | -29.4% |
| Q4 2015 | $10,270,000 | -26.8% | 139,590 | -28.2% | 1.72% | -34.5% |
| Q3 2015 | $14,027,000 | -15.8% | 194,393 | -11.1% | 2.63% | -20.8% |
| Q2 2015 | $16,660,000 | -14.0% | 218,608 | -11.7% | 3.32% | -22.9% |
| Q1 2015 | $19,362,000 | -30.6% | 247,590 | -30.1% | 4.31% | -28.7% |
| Q4 2014 | $27,905,000 | -4.7% | 354,119 | -9.4% | 6.04% | -3.5% |
| Q3 2014 | $29,285,000 | -11.2% | 390,785 | -9.3% | 6.26% | -3.6% |
| Q2 2014 | $32,996,000 | -1.4% | 430,812 | -5.3% | 6.50% | -12.2% |
| Q1 2014 | $33,478,000 | -1.7% | 454,986 | -2.9% | 7.40% | -13.2% |
| Q4 2013 | $34,042,000 | +1.9% | 468,771 | -3.2% | 8.53% | -5.9% |
| Q3 2013 | $33,394,000 | +2494.7% | 484,397 | +2394.4% | 9.06% | +157.3% |
| Q2 2013 | $1,287,000 | – | 19,419 | – | 3.52% | – |
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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% |