Independent Advisor Alliance - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2021$1,608,000
-67.6%
12,455
-73.0%
0.08%
-63.6%
Q4 2019$4,969,000
+728.2%
46,188
+717.8%
0.22%
+197.3%
Q3 2019$600,000
+7.0%
5,6480.0%0.07%
-7.6%
Q1 2019$561,000
+36.2%
5,648
+31.7%
0.08%
+8.2%
Q4 2018$412,000
-55.9%
4,290
-59.8%
0.07%
-50.7%
Q1 2017$935,00010,6720.15%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2017
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