Austin Private Wealth, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.

Quarter-by-quarter ownership
Austin Private Wealth, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2020$3,727,000
-3.1%
40,337
-4.4%
1.39%
-16.7%
Q2 2020$3,848,000
+13.0%
42,195
-1.0%
1.67%
-18.6%
Q1 2020$3,404,000
-28.2%
42,626
-3.2%
2.05%
-16.9%
Q4 2019$4,738,00044,0492.47%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2019
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