SRS Capital Advisors, Inc. - 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
SRS Capital Advisors, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2022$7,000
-70.8%
57
-81.1%
0.00%
-83.3%
Q1 2020$24,000
-47.8%
302
-29.4%
0.01%
-53.8%
Q4 2019$46,000
-22.0%
428
-25.7%
0.01%
-27.8%
Q3 2019$59,000
+1.7%
576
+0.5%
0.02%
-5.3%
Q2 2019$58,000
+205.3%
573
+167.8%
0.02%
+137.5%
Q4 2018$19,000
-9.5%
214
+0.9%
0.01%0.0%
Q3 2018$21,0002120.01%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,793,913$158,116,00031.02%
Spectrum Asset Management, Inc. (NB/CA) 194,247$17,121,00015.74%
Jackson, Grant Investment Advisers, Inc. 193,372$17,044,00013.67%
O'Dell Group, LLC 161,388$14,225,00012.61%
Stratford Consulting, LLC 332,007$29,263,00011.69%
Private Vista, LLC 404,288$35,849,0008.91%
EisnerAmper Wealth Management Corporate Benefits, LLC 113,177$9,975,0008.64%
Ruggie Capital Group 125,166$10,990,0008.19%
Threshold Group LLC 76,034$6,702,0006.46%
Capital Investment Advisors, LLC 935,800$82,481,0006.26%
View complete list of SPDR SERIES TRUST shareholders