Waldron Private Wealth LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$463
-6.1%
4,0290.0%0.02%
-4.0%
Q2 2023$493
-1.0%
4,0290.0%0.02%
+4.2%
Q1 2023$498
-8.6%
4,029
-17.6%
0.02%
-29.4%
Q4 2022$545
-99.9%
4,8890.0%0.03%0.0%
Q3 2022$545,000
-41.2%
4,889
-37.4%
0.03%
-34.6%
Q2 2022$927,000
-12.3%
7,816
-5.3%
0.05%
-3.7%
Q1 2022$1,057,000
-0.8%
8,2530.0%0.05%
+1.9%
Q4 2021$1,065,000
+8.5%
8,253
-1.2%
0.05%
-7.0%
Q3 2021$982,000
+244.6%
8,355
+170.1%
0.06%
+137.5%
Q3 2020$285,000
+1.1%
3,0930.0%0.02%
-4.0%
Q2 2020$282,000
+17.0%
3,093
+37.8%
0.02%
+19.0%
Q4 2019$241,000
+4.8%
2,2450.0%0.02%
-8.7%
Q3 2019$230,000
+1.8%
2,2450.0%0.02%
-4.2%
Q2 2019$226,000
+1.3%
2,2450.0%0.02%
-4.0%
Q1 2019$223,000
+11.5%
2,2450.0%0.02%
-13.8%
Q4 2018$200,000
-8.7%
2,2450.0%0.03%
-32.6%
Q3 2018$219,000
+5.3%
2,2450.0%0.04%
-4.4%
Q2 2018$208,000
+2.0%
2,2450.0%0.04%
-2.2%
Q1 2018$204,000
-3.8%
2,2450.0%0.05%
-8.0%
Q4 2017$212,000
+3.4%
2,2450.0%0.05%
-12.3%
Q3 2017$205,0002,2450.06%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2020
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,785,183$142,565,00024.82%
Silversage Advisors 157,501$12,578,00018.38%
Stratford Consulting, LLC 338,583$27,039,00012.34%
O'Dell Group, LLC 219,326$17,515,00011.39%
SIMON QUICK ADVISORS, LLC 372,729$29,766,00011.04%
MARINO, STRAM & ASSOCIATES LLC 177,396$14,167,00010.92%
Jackson, Grant Investment Advisers, Inc. 171,447$13,692,00010.10%
Wolff Financial Management LLC 167,242$13,356,00010.08%
Essex Private Wealth Management, LLC 95,394$7,618,0009.94%
One Charles Private Wealth Services, LLC 142,887$11,411,0009.42%
View complete list of SPDR SERIES TRUST shareholders