Selective Wealth Management, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 988 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2024$488,307
-6.1%
3,868
-4.9%
0.22%
-4.9%
Q1 2024$519,937
+2.3%
4,066
-0.8%
0.23%
-11.7%
Q4 2023$508,138
+9.5%
4,098
+0.0%
0.26%
+0.4%
Q3 2023$463,957
-20.3%
4,096
-14.8%
0.26%
-12.4%
Q2 2023$582,371
-12.9%
4,807
-9.0%
0.29%
-17.6%
Q4 2022$668,754
+85.8%
5,282
+63.7%
0.35%
+129.2%
Q3 2022$360,000
+18.0%
3,226
+25.7%
0.15%
+41.3%
Q2 2022$305,000
+39.3%
2,567
+49.9%
0.11%
+38.0%
Q1 2022$219,000
+461.5%
1,712
+470.7%
0.08%
+393.8%
Q4 2021$39,000
-58.5%
300
-62.5%
0.02%
-68.0%
Q3 2021$94,000
+571.4%
800
+510.7%
0.05%
+455.6%
Q4 2020$14,000
-53.3%
131
-55.9%
0.01%
-78.0%
Q3 2019$30,0002970.04%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,543,157$111,354,00029.72%
Avidian Wealth Enterprises, LLC 593,369$42,818,00026.76%
GRAY FINANCIAL GROUP /GA /ADV /ADV 859,549$62,025,00025.52%
Spectrum Asset Management, Inc. (NB/CA) 146,945$10,604,00012.43%
Stratford Consulting, LLC 293,936$21,210,00011.37%
Ruggie Capital Group 146,895$11,386,00010.80%
Berkshire Money Management, Inc. 312,039$24,589,0007.54%
Klingman & Associates, LLC 258,809$18,675,0007.32%
EisnerAmper Wealth Management Corporate Benefits, LLC 126,566$9,133,0006.44%
Capital Investment Advisors, LLC 758,185$54,711,0006.14%
View complete list of SPDR SERIES TRUST shareholders