Heartwood Wealth Advisors LLC - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$381,488
-6.2%
3,3170.0%0.06%
-3.4%
Q2 2023$406,598
-1.1%
3,317
-0.2%
0.06%
-4.9%
Q1 2023$411,088
-1.1%
3,3230.0%0.06%
-6.2%
Q4 2022$415,741
+12.1%
3,3230.0%0.06%
+1.6%
Q3 2022$371,000
+27.5%
3,323
+35.7%
0.06%
+33.3%
Q2 2022$291,000
+38.6%
2,448
+49.3%
0.05%
+54.8%
Q1 2022$210,000
-0.9%
1,6400.0%0.03%
-3.1%
Q4 2021$212,000
+3.4%
1,640
-5.7%
0.03%0.0%
Q3 2021$205,000
-3.8%
1,7400.0%0.03%
-3.0%
Q2 2021$213,000
+3.9%
1,7400.0%0.03%0.0%
Q1 2021$205,000
-12.0%
1,740
-21.1%
0.03%
-13.2%
Q4 2020$233,000
+14.2%
2,2040.0%0.04%
-2.6%
Q3 2020$204,000
-21.8%
2,204
-23.0%
0.04%
-25.0%
Q2 2020$261,000
+14.0%
2,8630.0%0.05%
-5.5%
Q1 2020$229,000
-33.8%
2,863
-10.9%
0.06%
-16.7%
Q4 2019$346,000–3,213–0.07%–
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Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,370,763$272,661,40218.66%
Hyperion Partners, LLC 161,759$18,603,87616.06%
Legacy Financial Group LLC 400,701$46,084,669,00010.84%
O'Dell Group, LLC 290,042$33,357,75010.16%
Elk River Wealth Management, LLC 393,857$45,297,47310.02%
MARINO, STRAM & ASSOCIATES LLC 271,112$31,180,5359.13%
Jackson, Grant Investment Advisers, Inc. 162,012$18,632,9668.98%
Wolff Financial Management LLC 208,129$23,9378.17%
Hubbell Strickland Wealth Management, LLC 113,763$13,083,8977.84%
PETERSON WEALTH MANAGEMENT 78,908$9,075,2377.47%
View complete list of SPDR SERIES TRUST shareholders