Baldwin Investment Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 866 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.

Quarter-by-quarter ownership
Baldwin Investment Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2023$303,090
-1.1%
2,4500.0%0.05%
-1.8%
Q4 2022$306,520
+12.3%
2,4500.0%0.06%
-1.8%
Q3 2022$273,000
-6.2%
2,4500.0%0.06%
+1.8%
Q2 2022$291,000
-8.2%
2,450
-1.0%
0.06%
+14.6%
Q1 2022$317,000
-7.3%
2,475
-6.6%
0.05%
-9.4%
Q4 2021$342,000
+7.9%
2,651
-1.8%
0.05%
-3.6%
Q3 2021$317,000
-3.9%
2,7000.0%0.06%
-1.8%
Q2 2021$330,000
+3.4%
2,7000.0%0.06%
-3.4%
Q1 2021$319,000
+19.5%
2,700
+6.9%
0.06%
+9.4%
Q4 2020$267,0002,5250.05%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2021
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