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 854 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.5%.

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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 2020
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,370,763$272,661,40218.66%
Hyperion Partners, LLC 161,759$18,603,87616.06%
Legacy Financial Group LLC 400,701$46,084,669,00010.84%
O'Dell Group, LLC 290,042$33,357,75010.16%
Elk River Wealth Management, LLC 393,857$45,297,47310.02%
MARINO, STRAM & ASSOCIATES LLC 271,112$31,180,5359.13%
Jackson, Grant Investment Advisers, Inc. 162,012$18,632,9668.98%
Wolff Financial Management LLC 208,129$23,9378.17%
Hubbell Strickland Wealth Management, LLC 113,763$13,083,8977.84%
PETERSON WEALTH MANAGEMENT 78,908$9,075,2377.47%
View complete list of SPDR SERIES TRUST shareholders