Principal Street Partners, LLC - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 866 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Principal Street Partners, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$3,930,018
+88.9%
34,172
+101.3%
0.78%
+57.7%
Q2 2023$2,080,530
-0.3%
16,973
+0.7%
0.49%
-6.3%
Q1 2023$2,085,759
-0.5%
16,860
+0.6%
0.53%
-0.2%
Q4 2022$2,097,002
+13.0%
16,761
+0.7%
0.53%
+6.7%
Q3 2022$1,856,000
-5.5%
16,642
+0.6%
0.50%
-2.8%
Q2 2022$1,963,000
-6.7%
16,535
+0.7%
0.51%
+5.4%
Q1 2022$2,105,000
-0.1%
16,428
+0.6%
0.48%
-4.7%
Q4 2021$2,108,000
+10.7%
16,328
+0.8%
0.51%
-2.3%
Q3 2021$1,905,000
-3.2%
16,203
+0.7%
0.52%0.0%
Q2 2021$1,967,000
+4.2%
16,087
+0.6%
0.52%
+112.7%
Q1 2021$1,887,000
+12.2%
15,987
+0.7%
0.24%
-52.6%
Q4 2020$1,682,000
+15.8%
15,876
+0.9%
0.52%
+0.8%
Q3 2020$1,453,000
+2.0%
15,727
+0.7%
0.51%
-3.9%
Q2 2020$1,424,000
+15.1%
15,610
+0.7%
0.53%
+2.5%
Q1 2020$1,237,000
-14.7%
15,496
+15.0%
0.52%
+60.7%
Q4 2019$1,450,000
+22.7%
13,476
+17.0%
0.32%
+9.1%
Q3 2019$1,182,000
+2.3%
11,522
+0.7%
0.30%
-53.5%
Q2 2019$1,155,000–11,445–0.64%–
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Other shareholders
SPDR SERIES TRUST shareholders Q1 2021
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,281,035$282,186,87720.28%
Hyperion Partners, LLC 153,830$19,030,28317.10%
Legacy Financial Group LLC 477,095$59,021,45716.16%
O'Dell Group, LLC 280,357$34,682,96911.18%
Elk River Wealth Management, LLC 380,393$47,059,11010.68%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 73,682$9,115,12910.10%
MARINO, STRAM & ASSOCIATES LLC 263,486$32,595,8939.84%
Jackson, Grant Investment Advisers, Inc. 159,437$19,723,9099.27%
Smart Money Group LLC 147,699$18,457,9679.26%
Wolff Financial Management LLC 198,871$24,6028.57%
View complete list of SPDR SERIES TRUST shareholders