Ranch Capital Advisors Inc. - 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
Ranch Capital Advisors Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$279,167
-6.2%
2,4270.0%0.20%
-7.1%
Q2 2023$297,482
-0.9%
2,4270.0%0.21%
-4.5%
Q1 2023$300,224
+5.0%
2,427
+6.2%
0.22%
-1.8%
Q4 2022$285,981
+11.3%
2,286
-0.7%
0.22%
+6.7%
Q3 2022$257,000
-1.9%
2,301
+4.4%
0.21%
+4.5%
Q2 2022$262,000
-7.1%
2,2040.0%0.20%
+8.1%
Q1 2022$282,000
-1.1%
2,2040.0%0.19%
+0.5%
Q4 2021$285,000
+9.2%
2,204
-0.8%
0.18%
+13.5%
Q3 2021$261,000
-3.7%
2,222
+0.0%
0.16%0.0%
Q2 2021$271,000
+3.4%
2,2210.0%0.16%
-5.8%
Q1 2021$262,000
+7.8%
2,221
-3.3%
0.17%
-1.1%
Q4 2020$243,000
+14.6%
2,2960.0%0.18%
+2.9%
Q3 2020$212,000
-7.4%
2,296
-2.0%
0.17%
-5.6%
Q2 2020$229,000
-3.4%
2,344
-21.3%
0.18%
-23.1%
Q1 2020$237,000
-27.1%
2,979
-1.5%
0.23%
-11.4%
Q4 2019$325,000
+4.8%
3,025
+0.1%
0.26%
-20.5%
Q3 2019$310,000–3,021–0.33%–
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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