BOSTON FINANCIAL MANGEMENT LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
BOSTON FINANCIAL MANGEMENT LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$323,064
-6.2%
2,8090.0%0.01%0.0%
Q2 2023$344,328
-29.2%
2,809
-28.5%
0.01%
-36.8%
Q1 2023$486,181
-1.1%
3,9300.0%0.02%
-5.0%
Q4 2022$491,682
+12.3%
3,9300.0%0.02%
+5.3%
Q3 2022$438,000
-8.2%
3,930
-2.2%
0.02%
-9.5%
Q2 2022$477,000
+71.6%
4,020
+85.3%
0.02%
+90.9%
Q1 2022$278,0002,1700.01%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,370,763$272,661,40218.66%
Hyperion Partners, LLC 161,759$18,603,87616.06%
Legacy Financial Group LLC 400,701$46,084,669,00010.84%
O'Dell Group, LLC 290,042$33,357,75010.16%
Elk River Wealth Management, LLC 393,857$45,297,47310.02%
MARINO, STRAM & ASSOCIATES LLC 271,112$31,180,5359.13%
Jackson, Grant Investment Advisers, Inc. 162,012$18,632,9668.98%
Wolff Financial Management LLC 208,129$23,9378.17%
Hubbell Strickland Wealth Management, LLC 113,763$13,083,8977.84%
PETERSON WEALTH MANAGEMENT 78,908$9,075,2377.47%
View complete list of SPDR SERIES TRUST shareholders