OXFORD FINANCIAL GROUP, LTD. LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2023$139,467
+310.2%
1,116
+262.3%
0.01%
+100.0%
Q3 2022$34,0003080.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,543,157$111,354,00029.72%
Avidian Wealth Enterprises, LLC 593,369$42,818,00026.76%
GRAY FINANCIAL GROUP /GA /ADV /ADV 859,549$62,025,00025.52%
Spectrum Asset Management, Inc. (NB/CA) 146,945$10,604,00012.43%
Stratford Consulting, LLC 293,936$21,210,00011.37%
Ruggie Capital Group 146,895$11,386,00010.80%
Berkshire Money Management, Inc. 312,039$24,589,0007.54%
Klingman & Associates, LLC 258,809$18,675,0007.32%
EisnerAmper Wealth Management Corporate Benefits, LLC 126,566$9,133,0006.44%
Capital Investment Advisors, LLC 758,185$54,711,0006.14%
View complete list of SPDR SERIES TRUST shareholders