Camelot Portfolios, LLC - SPDR SERIES TRUST ownership

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%.

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 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