Mosaic Family Wealth, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 643 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2018$81,000
+52.8%
875
+41.4%
0.03%
+29.2%
Q4 2016$53,000
+1.9%
6190.0%0.02%0.0%
Q3 2016$52,0006190.02%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2018
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,793,913$158,116,00031.02%
Spectrum Asset Management, Inc. (NB/CA) 194,247$17,121,00015.74%
Jackson, Grant Investment Advisers, Inc. 193,372$17,044,00013.67%
O'Dell Group, LLC 161,388$14,225,00012.61%
Stratford Consulting, LLC 332,007$29,263,00011.69%
Private Vista, LLC 404,288$35,849,0008.91%
EisnerAmper Wealth Management Corporate Benefits, LLC 113,177$9,975,0008.64%
Ruggie Capital Group 125,166$10,990,0008.19%
Threshold Group LLC 76,034$6,702,0006.46%
Capital Investment Advisors, LLC 935,800$82,481,0006.26%
View complete list of SPDR SERIES TRUST shareholders