Investment Research & Advisory Group, Inc. - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Investment Research & Advisory Group, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$141,117
-6.2%
1,2270.0%0.08%
-8.0%
Q2 2023$150,406
-0.9%
1,2270.0%0.09%
-10.3%
Q1 2023$151,792
-1.1%
1,2270.0%0.10%
-4.0%
Q4 2022$153,510
+12.1%
1,2270.0%0.10%
-1.9%
Q3 2022$137,000
-6.2%
1,2270.0%0.10%
-2.8%
Q2 2022$146,000
-7.0%
1,2270.0%0.11%
+8.2%
Q1 2022$157,000
-0.6%
1,2270.0%0.10%
+2.1%
Q4 2021$158,000
+9.0%
1,2270.0%0.10%
+1.1%
Q3 2021$145,000
-3.3%
1,2270.0%0.10%
-4.0%
Q2 2021$150,000
+3.4%
1,2270.0%0.10%
-7.5%
Q1 2021$145,000
+11.5%
1,2270.0%0.11%
+11.5%
Q4 2020$130,000
+15.0%
1,2270.0%0.10%
+2.1%
Q3 2020$113,000
+1.8%
1,2270.0%0.09%
-6.0%
Q2 2020$111,000
+13.3%
1,2270.0%0.10%
+9.9%
Q1 2020$98,000
-25.8%
1,2270.0%0.09%
-25.4%
Q4 2019$132,000–1,227–0.12%–
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Other shareholders
SPDR SERIES TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,517,293$115,633,00029.64%
GRAY FINANCIAL GROUP /GA /ADV /ADV 898,301$68,459,00025.09%
Avidian Wealth Solutions, LLC 583,313$44,454,00018.54%
Stratford Consulting, LLC 294,631$22,454,00011.24%
Callan Capital, LLC 616,724$47,001,0009.86%
Ruggie Capital Group 156,097$12,039,0009.83%
Spectrum Asset Management, Inc. (NB/CA) 144,600$11,020,0009.50%
Berkshire Money Management, Inc. 367,152$27,981,0008.23%
Klingman & Associates, LLC 258,489$19,699,0007.75%
EisnerAmper Wealth Management Corporate Benefits, LLC 131,295$10,006,0007.70%
View complete list of SPDR SERIES TRUST shareholders