Austin Private Wealth, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 784 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.

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 Q1 2020
NameSharesValueWeighting ↓
Wolff Financial Management LLC 222,814$28,33820.92%
Joel Isaacson & Co., LLC 2,431,616$309,252,93316.24%
Hyperion Partners, LLC 175,689$22,344,11515.95%
KITCHING PARTNERS, LLC 50,638$6,440,17611.72%
Elk River Wealth Management, LLC 376,830$47,926,1119.38%
Legacy Financial Group LLC 371,379$47,231,9299.29%
Jackson, Grant Investment Advisers, Inc. 179,231$22,794,5929.20%
O'Dell Group, LLC 272,349$35,743,0668.76%
MARINO, STRAM & ASSOCIATES LLC 261,842$33,301,1248.14%
SARD WEALTH MANAGEMENT GROUP, LLC 90,469$11,505,8978.08%
View complete list of SPDR SERIES TRUST shareholders