Legacy Capital Wealth Partners, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Legacy Capital Wealth Partners, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$336,399
-90.0%
2,925
-89.7%
0.09%
-93.4%
Q1 2021$3,358,000
+15.9%
28,451
+4.0%
1.39%
+11.8%
Q4 2020$2,898,00027,3611.24%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,843,331$217,568,00019.08%
Legacy Financial Group LLC 289,478$34,167,00011.87%
O'Dell Group, LLC 230,525$27,209,0009.53%
Wolff Financial Management LLC 175,571$20,723,0009.50%
DENVER WEALTH MANAGEMENT, INC. 65,145$8,346,0008.80%
MARINO, STRAM & ASSOCIATES LLC 186,448$22,006,0008.60%
Jackson, Grant Investment Advisers, Inc. 156,116$18,426,0008.48%
Altus Wealth Group LLC 65,155$8,161,0008.11%
Hubbell Strickland Wealth Management, LLC 92,118$10,873,0006.99%
Cadent Capital Advisors, LLC 132,706$15,663,0006.95%
View complete list of SPDR SERIES TRUST shareholders