Peninsula Wealth, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Peninsula Wealth, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$238,718
-9.5%
2,1510.0%0.06%
-18.8%
Q2 2023$263,670
-0.9%
2,1510.0%0.07%
-10.4%
Q1 2023$266,100
-1.1%
2,1510.0%0.08%
-9.4%
Q4 2022$269,112
+12.1%
2,1510.0%0.08%0.0%
Q3 2022$240,000
-5.9%
2,1510.0%0.08%
-1.2%
Q2 2022$255,000
-7.6%
2,1510.0%0.09%
+8.9%
Q1 2022$276,000
-0.7%
2,1510.0%0.08%
+5.3%
Q4 2021$278,000
+9.4%
2,151
-8.9%
0.08%
-36.4%
Q4 2019$254,000
+14.9%
2,360
+9.7%
0.12%
+7.3%
Q3 2019$221,0002,1510.11%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2022
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