Camelot Portfolios, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
Camelot Portfolios, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2023$230,328
+9.0%
1,879
+10.0%
0.14%
-2.0%
Q1 2023$211,297
-31.5%
1,708
-30.7%
0.15%
-35.5%
Q4 2022$308,396
-0.8%
2,465
-5.8%
0.23%
+21.9%
Q2 2022$311,000
+51.7%
2,617
+63.3%
0.19%
+83.3%
Q1 2022$205,0001,6030.10%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
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