Independent Advisor Alliance - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

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 2022
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