Integrated Investment Consultants, LLC - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,019 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 1.73 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Integrated Investment Consultants, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$277,059
-6.2%
2,4090.0%0.09%
-8.5%
Q2 2023$295,295
-0.9%
2,4090.0%0.09%0.0%
Q1 2023$298,017
-15.5%
2,409
-14.6%
0.09%
-21.0%
Q4 2022$352,810
+12.4%
2,8200.0%0.12%
-4.8%
Q3 2022$314,000
-6.3%
2,8200.0%0.12%
+3.3%
Q2 2022$335,000
-7.2%
2,8200.0%0.12%
+23.5%
Q1 2022$361,000
-0.8%
2,8200.0%0.10%
+1.0%
Q4 2021$364,000
+10.0%
2,8200.0%0.10%0.0%
Q3 2021$331,000
-4.1%
2,8200.0%0.10%
-4.0%
Q2 2021$345,000
+3.6%
2,8200.0%0.10%
-12.2%
Q1 2021$333,000
+9.9%
2,820
-1.4%
0.12%
+0.9%
Q4 2020$303,000
+14.8%
2,8610.0%0.11%
-8.1%
Q3 2020$264,000
-13.4%
2,861
-14.5%
0.12%
-14.5%
Q2 2020$305,000
+34.4%
3,346
+17.8%
0.14%
+8.2%
Q1 2020$227,000
-25.8%
2,8410.0%0.13%
+5.5%
Q4 2019$306,000
-36.5%
2,841
-98.5%
0.13%
-48.8%
Q3 2019$482,000
+1.5%
191,242
+0.0%
0.25%
+2.1%
Q2 2019$475,000
+9400.0%
191,223
+382346.0%
0.24%
+12050.0%
Q3 2017$5,000–50–0.00%–
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Other shareholders
SPDR SERIES TRUST shareholders Q2 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