Allred Capital Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.

Quarter-by-quarter ownership
Allred Capital Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$229,695
-8.5%
1,995
-2.8%
0.11%
-7.3%
Q2 2023$251,090
-0.5%
2,052
+0.2%
0.12%
-8.2%
Q1 2023$252,277
-1.7%
2,048
+0.1%
0.13%
-5.0%
Q4 2022$256,523
+12.5%
2,045
+0.1%
0.14%
-0.7%
Q3 2022$228,000
-5.8%
2,042
+0.1%
0.14%
-7.2%
Q2 2022$242,000
-9.7%
2,039
-2.2%
0.15%
+7.7%
Q1 2022$268,0000.0%2,085
+0.1%
0.14%
+9.2%
Q4 2021$268,000
+8.9%
2,082
+0.1%
0.13%
+0.8%
Q3 2021$246,000
-3.5%
2,079
-0.5%
0.13%
+2.4%
Q2 2021$255,000
-99.9%
2,090
+0.1%
0.13%
+12.5%
Q1 2021$246,831,000
+112095.9%
2,087
+0.1%
0.11%
-6.7%
Q4 2020$220,000
-99.9%
2,084
+1.5%
0.12%
-0.8%
Q4 2019$220,834,000
+74506.1%
2,054
-29.8%
0.12%
-32.8%
Q3 2019$296,000
-8.4%
2,926
-8.2%
0.18%
-2.2%
Q2 2019$323,000
+1.6%
3,188
+0.1%
0.18%
+1.7%
Q1 2019$318,000
+35.9%
3,184
+21.1%
0.18%
+16.0%
Q4 2018$234,0002,6290.16%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2020
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