KILEY JUERGENS WEALTH MANAGEMENT, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 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
KILEY JUERGENS WEALTH MANAGEMENT, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2018$519,000
+5.7%
5,3050.0%0.39%
-11.4%
Q2 2018$491,000
+7.7%
5,305
+6.1%
0.44%
-11.5%
Q1 2018$456,000
-3.4%
5,0000.0%0.50%
+16.5%
Q4 2017$472,0005,0000.42%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2018
NameSharesValueWeighting ↓
Wolff Financial Management LLC 222,814$28,33820.92%
Joel Isaacson & Co., LLC 2,431,616$309,252,93316.24%
Hyperion Partners, LLC 175,689$22,344,11515.95%
KITCHING PARTNERS, LLC 50,638$6,440,17611.72%
Elk River Wealth Management, LLC 376,830$47,926,1119.38%
Legacy Financial Group LLC 371,379$47,231,9299.29%
Jackson, Grant Investment Advisers, Inc. 179,231$22,794,5929.20%
O'Dell Group, LLC 272,349$35,743,0668.76%
MARINO, STRAM & ASSOCIATES LLC 261,842$33,301,1248.14%
SARD WEALTH MANAGEMENT GROUP, LLC 90,469$11,505,8978.08%
View complete list of SPDR SERIES TRUST shareholders