Crewe Advisors LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.

Quarter-by-quarter ownership
Crewe Advisors LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$386,894
-6.2%
3,3640.0%0.07%
+15.5%
Q2 2023$412,360
-0.9%
3,3640.0%0.06%
-4.9%
Q1 2023$416,161
-1.1%
3,3640.0%0.06%
-9.0%
Q4 2022$420,870
+12.2%
3,3640.0%0.07%
-1.5%
Q3 2022$375,000
+733.3%
3,364
+792.3%
0.07%
+580.0%
Q2 2022$45,000
-85.2%
377
-88.9%
0.01%
-89.6%
Q4 2018$304,000
-8.4%
3,3940.0%0.10%
-65.8%
Q3 2018$332,000
+5.4%
3,3940.0%0.28%
-3.8%
Q2 2018$315,000
+1.6%
3,3940.0%0.29%
-3.9%
Q1 2018$310,000
-3.4%
3,3940.0%0.30%
-3.2%
Q4 2017$321,0003,3940.31%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2017
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,785,183$142,565,00024.82%
Silversage Advisors 157,501$12,578,00018.38%
Stratford Consulting, LLC 338,583$27,039,00012.34%
O'Dell Group, LLC 219,326$17,515,00011.39%
SIMON QUICK ADVISORS, LLC 372,729$29,766,00011.04%
MARINO, STRAM & ASSOCIATES LLC 177,396$14,167,00010.92%
Jackson, Grant Investment Advisers, Inc. 171,447$13,692,00010.10%
Wolff Financial Management LLC 167,242$13,356,00010.08%
Essex Private Wealth Management, LLC 95,394$7,618,0009.94%
One Charles Private Wealth Services, LLC 142,887$11,411,0009.42%
View complete list of SPDR SERIES TRUST shareholders