Windsor Wealth Management, Inc. - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$202
-10.2%
1,754
-4.3%
0.04%
-7.5%
Q2 2023$225
-0.4%
1,8330.0%0.04%
-9.1%
Q1 2023$226
-3.8%
1,8330.0%0.04%
-10.2%
Q4 2022$235
-99.9%
1,833
+10.3%
0.05%
+22.5%
Q1 2022$216,000
-0.5%
1,6620.0%0.04%0.0%
Q4 2021$217,000
+6.9%
1,6620.0%0.04%
-9.1%
Q2 2021$203,000
-0.5%
1,662
-25.8%
0.04%
-32.3%
Q2 2020$204,000
-1.9%
2,240
+15.8%
0.06%
-15.6%
Q4 2019$208,000
-43.9%
1,934
-47.3%
0.08%
-52.8%
Q2 2019$371,000
+1.6%
3,6670.0%0.16%
-20.5%
Q1 2019$365,000
+11.3%
3,6670.0%0.20%
-8.5%
Q4 2018$328,000
-8.6%
3,6670.0%0.22%
-3.9%
Q3 2018$359,000
+5.6%
3,6670.0%0.23%
-12.4%
Q2 2018$340,000
+1.8%
3,6670.0%0.27%
-5.7%
Q1 2018$334,000
-3.5%
3,6670.0%0.28%
-5.4%
Q4 2017$346,000–3,667–0.30%–
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Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,517,293$115,633,00029.64%
GRAY FINANCIAL GROUP /GA /ADV /ADV 898,301$68,459,00025.09%
Avidian Wealth Solutions, LLC 583,313$44,454,00018.54%
Stratford Consulting, LLC 294,631$22,454,00011.24%
Callan Capital, LLC 616,724$47,001,0009.86%
Ruggie Capital Group 156,097$12,039,0009.83%
Spectrum Asset Management, Inc. (NB/CA) 144,600$11,020,0009.50%
Berkshire Money Management, Inc. 367,152$27,981,0008.23%
Klingman & Associates, LLC 258,489$19,699,0007.75%
EisnerAmper Wealth Management Corporate Benefits, LLC 131,295$10,006,0007.70%
View complete list of SPDR SERIES TRUST shareholders