Meridian Wealth Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
Meridian Wealth Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$4,253,093
-10.5%
36,980
-4.6%
1.06%
-7.5%
Q2 2023$4,749,577
-29.0%
38,747
-28.4%
1.15%
-31.4%
Q1 2023$6,690,812
-15.0%
54,085
-14.0%
1.68%
-17.4%
Q4 2022$7,872,458
-55.5%
62,924
-60.3%
2.03%
-59.3%
Q3 2022$17,692,000
+287.3%
158,669
+312.2%
4.98%
+310.5%
Q2 2022$4,568,000
+17.3%
38,489
+26.7%
1.21%
+34.4%
Q1 2022$3,893,000
-1.6%
30,390
-0.8%
0.90%
-6.0%
Q4 2021$3,956,000
+10.0%
30,638
+0.1%
0.96%
-4.1%
Q3 2021$3,597,000
+8.4%
30,602
+12.8%
1.00%
+6.7%
Q2 2021$3,317,000
+17.9%
27,126
+13.8%
0.94%
+0.5%
Q1 2021$2,813,000
+24.9%
23,831
+12.0%
0.93%
+13.6%
Q4 2020$2,253,000
+29.9%
21,272
+13.4%
0.82%
+10.3%
Q3 2020$1,734,000
+3.8%
18,766
+2.4%
0.74%
-3.5%
Q2 2020$1,671,000
+11.4%
18,323
-2.5%
0.77%
-6.9%
Q1 2020$1,500,000
-16.0%
18,787
+13.1%
0.83%
+17.8%
Q4 2019$1,786,000
+4.4%
16,607
-0.4%
0.70%
-3.8%
Q3 2019$1,711,000
+3.5%
16,677
+1.8%
0.73%
-36.5%
Q2 2019$1,653,000
+1.5%
16,382
-0.0%
1.15%
-2.9%
Q1 2019$1,629,000
-17.9%
16,387
-26.1%
1.19%
-22.1%
Q4 2018$1,984,00022,1651.52%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,785,183$142,565,00024.82%
Silversage Advisors 157,501$12,578,00018.38%
Stratford Consulting, LLC 338,583$27,039,00012.34%
O'Dell Group, LLC 219,326$17,515,00011.39%
SIMON QUICK ADVISORS, LLC 372,729$29,766,00011.04%
MARINO, STRAM & ASSOCIATES LLC 177,396$14,167,00010.92%
Jackson, Grant Investment Advisers, Inc. 171,447$13,692,00010.10%
Wolff Financial Management LLC 167,242$13,356,00010.08%
Essex Private Wealth Management, LLC 95,394$7,618,0009.94%
One Charles Private Wealth Services, LLC 142,887$11,411,0009.42%
View complete list of SPDR SERIES TRUST shareholders