One Charles Private Wealth Services, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 781 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2020$11,411,000
-23.2%
142,887
+3.5%
9.42%
-3.9%
Q4 2019$14,857,000138,1119.80%
Other shareholders
SPDR SERIES TRUST shareholders Q2 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