Bristlecone Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bristlecone Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2023$193,006
-0.6%
1,575
+0.4%
0.02%
-9.5%
Q1 2023$194,141
-10.9%
1,569
-12.1%
0.02%
-27.6%
Q2 2021$218,000
+3.8%
1,784
+0.2%
0.03%
-9.4%
Q1 2021$210,000
-4.5%
1,780
-14.2%
0.03%
-8.6%
Q4 2020$220,000
+4.8%
2,074
-8.6%
0.04%
-7.9%
Q3 2020$210,000
+1.9%
2,268
+0.3%
0.04%
-9.5%
Q2 2020$206,000
+1273.3%
2,262
+1313.8%
0.04%
+740.0%
Q3 2017$15,0001600.01%
Other shareholders
SPDR SERIES TRUST shareholders Q1 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