HARBOR INVESTMENT ADVISORY, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 872 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$89,823
+75.3%
781
+86.8%
0.01%
+71.4%
Q2 2023$51,238
-20.0%
418
-19.3%
0.01%
-30.0%
Q1 2023$64,082
-1.1%
5180.0%0.01%0.0%
Q4 2022$64,807
+11.7%
518
-1.0%
0.01%0.0%
Q3 2022$58,000
-6.5%
5230.0%0.01%0.0%
Q2 2022$62,000
-22.5%
523
-16.1%
0.01%
-9.1%
Q1 2022$80,0000.0%6230.0%0.01%
+10.0%
Q4 2021$80,000
-2.4%
623
-10.7%
0.01%
-9.1%
Q3 2021$82,000
-3.5%
6980.0%0.01%
-8.3%
Q2 2021$85,000
+3.7%
6980.0%0.01%0.0%
Q1 2021$82,000
+10.8%
6980.0%0.01%0.0%
Q4 2020$74,000
+15.6%
6980.0%0.01%0.0%
Q3 2020$64,0000.0%6980.0%0.01%
-14.3%
Q2 2020$64,000
+28.0%
698
+11.5%
0.01%
+7.7%
Q1 2020$50,000
-32.4%
626
-9.1%
0.01%
-23.5%
Q4 2019$74,0006890.02%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,806,412$176,902,00027.81%
O'Dell Group, LLC 195,848$19,179,00012.38%
Stratford Consulting, LLC 351,576$34,430,00012.26%
Jackson, Grant Investment Advisers, Inc. 181,053$17,731,00011.11%
Spectrum Asset Management, Inc. (NB/CA) 176,706$17,305,00010.32%
MARINO, STRAM & ASSOCIATES LLC 124,905$12,232,0009.80%
Ellenbecker Investment Group 126,427$12,381,0009.14%
EisnerAmper Wealth Management Corporate Benefits, LLC 100,017$9,795,0007.56%
Capital Investment Advisors, LLC 1,118,010$109,631,0006.47%
RELIANCE TRUST CO 3,229$316,0006.25%
View complete list of SPDR SERIES TRUST shareholders