Benchmark Wealth Management, LLC - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Benchmark Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$676,949
-9.3%
5,886
-3.3%
0.43%
-4.0%
Q2 2023$746,022
-0.6%
6,0860.0%0.45%
-5.9%
Q1 2023$750,160
-1.5%
6,0860.0%0.48%
-12.8%
Q4 2022$761,419
+28.0%
6,086
+14.1%
0.55%
+17.3%
Q3 2022$595,000
-6.0%
5,3360.0%0.47%
+0.2%
Q2 2022$633,000
-20.8%
5,336
-14.4%
0.47%
-13.2%
Q1 2022$799,000
-0.7%
6,2350.0%0.54%
+3.3%
Q4 2021$805,000
+9.8%
6,2350.0%0.52%
+1.0%
Q3 2021$733,000
-6.7%
6,235
-3.0%
0.52%
-4.6%
Q2 2021$786,000
-0.9%
6,429
-4.3%
0.54%
-8.2%
Q1 2021$793,000
+11.4%
6,7170.0%0.59%
+8.9%
Q4 2020$712,000
+14.7%
6,7170.0%0.54%
+10.2%
Q3 2020$621,000
+1.3%
6,7170.0%0.49%
-6.3%
Q2 2020$613,000
+14.4%
6,7170.0%0.52%
-2.6%
Q1 2020$536,000
-25.9%
6,7170.0%0.54%
-13.9%
Q4 2019$723,000–6,717–0.62%–
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Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
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