BEACON INVESTMENT ADVISORY SERVICES, INC. - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.

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Quarter-by-quarter ownership
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$249,802
-2.4%
2,172
+4.0%
0.01%0.0%
Q2 2023$255,948
-0.9%
2,0880.0%0.01%
-7.7%
Q1 2023$258,307
-1.1%
2,0880.0%0.01%0.0%
Q4 2022$261,230
+12.1%
2,0880.0%0.01%0.0%
Q3 2022$233,000
-6.0%
2,0880.0%0.01%0.0%
Q2 2022$248,000
-7.1%
2,0880.0%0.01%
+18.2%
Q1 2022$267,000
-1.1%
2,0880.0%0.01%
+10.0%
Q4 2021$270,000
+10.2%
2,0880.0%0.01%0.0%
Q3 2021$245,000
-3.9%
2,0880.0%0.01%0.0%
Q2 2021$255,000
+3.7%
2,0880.0%0.01%
-9.1%
Q1 2021$246,000
+2.9%
2,088
-7.6%
0.01%0.0%
Q4 2020$239,000
-16.1%
2,259
-29.1%
0.01%
-65.6%
Q4 2018$285,000
-8.7%
3,1880.0%0.03%
+6.7%
Q3 2018$312,000
+5.4%
3,1880.0%0.03%0.0%
Q2 2018$296,000
+1.7%
3,1880.0%0.03%0.0%
Q1 2018$291,000
-3.3%
3,1880.0%0.03%
-6.2%
Q4 2017$301,000
-25.3%
3,188
-27.7%
0.03%
-8.6%
Q3 2017$403,000–4,408–0.04%–
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Other shareholders
SPDR SERIES TRUST shareholders Q4 2017
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,517,293$115,633,00029.64%
GRAY FINANCIAL GROUP /GA /ADV /ADV 898,301$68,459,00025.09%
Avidian Wealth Solutions, LLC 583,313$44,454,00018.54%
Stratford Consulting, LLC 294,631$22,454,00011.24%
Callan Capital, LLC 616,724$47,001,0009.86%
Ruggie Capital Group 156,097$12,039,0009.83%
Spectrum Asset Management, Inc. (NB/CA) 144,600$11,020,0009.50%
Berkshire Money Management, Inc. 367,152$27,981,0008.23%
Klingman & Associates, LLC 258,489$19,699,0007.75%
EisnerAmper Wealth Management Corporate Benefits, LLC 131,295$10,006,0007.70%
View complete list of SPDR SERIES TRUST shareholders