Tarbox Family Office, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
Tarbox Family Office, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2018$54,000
+5.9%
5540.0%0.02%0.0%
Q2 2018$51,0000.0%5540.0%0.02%0.0%
Q1 2018$51,000
-1.9%
5540.0%0.02%
-4.8%
Q4 2017$52,000
+160.0%
554
+97.9%
0.02%
+16.7%
Q3 2015$20,000
-53.5%
280
-50.2%
0.02%
-51.4%
Q2 2015$43,000
+95.5%
562
+100.7%
0.04%
+94.7%
Q1 2015$22,0002800.02%
Other shareholders
SPDR SERIES TRUST shareholders Q3 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