DOWLING & YAHNKE LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 443 filers reported holding SPDR SERIES TRUST in Q2 2015. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2022$1,047,000
-6.0%
9,3890.0%0.05%
-5.8%
Q2 2022$1,114,000
-7.4%
9,3890.0%0.05%0.0%
Q1 2022$1,203,000
+1.3%
9,389
+2.2%
0.05%
-8.8%
Q4 2021$1,187,000
+10.5%
9,189
+0.6%
0.06%
-3.4%
Q3 2021$1,074,000
-3.8%
9,1360.0%0.06%
-7.8%
Q2 2021$1,117,000
+3.6%
9,1360.0%0.06%
-13.5%
Q1 2021$1,078,000
+10.6%
9,136
-0.7%
0.07%
+7.2%
Q4 2020$975,000
+24.8%
9,200
+8.8%
0.07%
+9.5%
Q3 2020$781,000
+1.4%
8,456
+0.2%
0.06%
-3.1%
Q2 2020$770,000
+8.9%
8,441
-4.6%
0.06%
-4.4%
Q1 2020$707,000
-27.0%
8,851
-1.6%
0.07%
-8.1%
Q4 2019$968,000
+8.5%
8,996
+3.4%
0.07%0.0%
Q3 2019$892,000
+1.8%
8,696
+0.1%
0.07%
+1.4%
Q2 2019$876,000
-2.3%
8,686
-3.7%
0.07%
-15.1%
Q1 2019$897,000
+31.5%
9,021
+29.4%
0.09%
+21.1%
Q4 2018$682,000
+2.9%
6,969
+3.0%
0.07%
+22.4%
Q3 2018$663,000
+4.1%
6,769
-1.5%
0.06%
-1.7%
Q2 2018$637,000
+0.8%
6,869
-0.9%
0.06%0.0%
Q1 2018$632,000
-37.5%
6,931
-35.3%
0.06%
-35.2%
Q4 2017$1,012,000
-5.4%
10,715
-8.5%
0.09%
-16.5%
Q3 2017$1,070,000
+11.6%
11,715
+8.6%
0.11%
+7.9%
Q2 2017$959,000
+0.8%
10,790
+0.0%
0.10%0.0%
Q1 2017$951,000
+7.7%
10,785
+4.4%
0.10%
+2.0%
Q4 2016$883,000
+10.7%
10,326
+9.2%
0.10%
+6.5%
Q3 2016$798,000
-5.9%
9,456
-6.4%
0.09%
-8.8%
Q2 2016$848,000
+9.1%
10,099
+3.9%
0.10%
+6.2%
Q1 2016$777,000
+10.4%
9,724
+1.6%
0.10%
+7.9%
Q4 2015$704,000
+1.9%
9,5740.0%0.09%
-5.3%
Q3 2015$691,000
+0.4%
9,574
+6.0%
0.09%
+8.0%
Q2 2015$688,000
+77.8%
9,034
+82.8%
0.09%
+81.2%
Q1 2015$387,000
+8.1%
4,943
+8.8%
0.05%
+6.7%
Q4 2014$358,000
+15.5%
4,543
+9.7%
0.04%
+9.8%
Q3 2014$310,000
+35.4%
4,143
+38.6%
0.04%
+36.7%
Q2 2014$229,000
+4.1%
2,9900.0%0.03%
+3.4%
Q1 2014$220,000
+7.3%
2,990
+6.1%
0.03%0.0%
Q4 2013$205,0002,8180.03%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2015
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,843,331$217,568,00019.08%
Legacy Financial Group LLC 289,478$34,167,00011.87%
O'Dell Group, LLC 230,525$27,209,0009.53%
Wolff Financial Management LLC 175,571$20,723,0009.50%
DENVER WEALTH MANAGEMENT, INC. 65,145$8,346,0008.80%
MARINO, STRAM & ASSOCIATES LLC 186,448$22,006,0008.60%
Jackson, Grant Investment Advisers, Inc. 156,116$18,426,0008.48%
Altus Wealth Group LLC 65,155$8,161,0008.11%
Hubbell Strickland Wealth Management, LLC 92,118$10,873,0006.99%
Cadent Capital Advisors, LLC 132,706$15,663,0006.95%
View complete list of SPDR SERIES TRUST shareholders