Heartwood Wealth Advisors LLC - SPDR SERIES TRUST ownership

Back to all holdings Add to watchlist

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%.

Links
Filings
External links
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%–
 Download
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