Westside Investment Management, Inc. - SPDR SERIES TRUST ownership

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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%.

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Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$3,708,730
-7.2%
32,247
-1.1%
1.07%
-5.3%
Q2 2023$3,996,046
-30.8%
32,599
-30.1%
1.13%
-33.4%
Q1 2023$5,770,828
+100209.9%
46,648
+1.4%
1.69%
+12000.0%
Q4 2022$5,753
-99.9%
45,986
+4.1%
0.01%
+16.7%
Q3 2022$4,925,000
+1.4%
44,170
+7.9%
0.01%
+9.1%
Q2 2022$4,856,000
+45.3%
40,919
+56.8%
0.01%
+57.1%
Q1 2022$3,343,000
+5.5%
26,100
+6.4%
0.01%0.0%
Q4 2021$3,168,000
+34.4%
24,540
+22.4%
0.01%
+40.0%
Q3 2021$2,357,000
+14.6%
20,057
+19.3%
0.01%0.0%
Q2 2021$2,056,000
+18.2%
16,819
+14.1%
0.01%0.0%
Q1 2021$1,740,000
+15.6%
14,747
+3.8%
0.01%
+25.0%
Q4 2020$1,505,000
+25.2%
14,210
+9.2%
0.00%
+300.0%
Q3 2020$1,202,000
+8.1%
13,017
+6.7%
0.00%0.0%
Q2 2020$1,112,000
+26.2%
12,199
+10.5%
0.00%0.0%
Q1 2020$881,000–11,042–0.00%–
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Other shareholders
SPDR SERIES TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,281,035$282,186,87720.28%
Hyperion Partners, LLC 153,830$19,030,28317.10%
Legacy Financial Group LLC 477,095$59,021,45716.16%
O'Dell Group, LLC 280,357$34,682,96911.18%
Elk River Wealth Management, LLC 380,393$47,059,11010.68%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 73,682$9,115,12910.10%
MARINO, STRAM & ASSOCIATES LLC 263,486$32,595,8939.84%
Jackson, Grant Investment Advisers, Inc. 159,437$19,723,9099.27%
Smart Money Group LLC 147,699$18,457,9679.26%
Wolff Financial Management LLC 198,871$24,6028.57%
View complete list of SPDR SERIES TRUST shareholders