SENTINEL PENSION ADVISORS 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
SENTINEL PENSION ADVISORS INC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$1,084,964
-5.7%
9,434
+0.5%
0.26%
-5.4%
Q2 2023$1,150,379
+0.1%
9,385
+0.4%
0.28%
-4.1%
Q1 2023$1,149,060
-1.4%
9,350
+0.3%
0.29%
-20.5%
Q4 2022$1,165,908
+21.1%
9,319
+7.9%
0.37%
+8.9%
Q3 2022$963,000
-7.2%
8,635
-1.2%
0.34%
-3.7%
Q2 2022$1,038,000
-7.8%
8,742
-0.5%
0.35%
-8.6%
Q1 2022$1,126,000
+11.3%
8,786
+12.1%
0.38%
+19.7%
Q4 2021$1,012,000
+72.7%
7,837
+57.1%
0.32%
+60.3%
Q3 2021$586,000
-3.1%
4,988
+0.8%
0.20%
-6.1%
Q2 2021$605,000
-42.8%
4,946
-67.4%
0.21%
-45.4%
Q1 2021$1,057,000
-8.2%
15,187
+39.8%
0.39%
-7.8%
Q4 2020$1,151,000
+12.3%
10,862
-2.1%
0.42%
+6.3%
Q3 2020$1,025,000
-0.1%
11,094
-1.4%
0.40%
-7.5%
Q2 2020$1,026,000
+13.7%
11,250
-0.4%
0.43%
-2.5%
Q1 2020$902,000
-44.5%
11,290
-25.3%
0.44%
-58.4%
Q4 2019$1,625,000–15,106–1.06%–
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Other shareholders
SPDR SERIES TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,370,763$272,661,40218.66%
Hyperion Partners, LLC 161,759$18,603,87616.06%
Legacy Financial Group LLC 400,701$46,084,669,00010.84%
O'Dell Group, LLC 290,042$33,357,75010.16%
Elk River Wealth Management, LLC 393,857$45,297,47310.02%
MARINO, STRAM & ASSOCIATES LLC 271,112$31,180,5359.13%
Jackson, Grant Investment Advisers, Inc. 162,012$18,632,9668.98%
Wolff Financial Management LLC 208,129$23,9378.17%
Hubbell Strickland Wealth Management, LLC 113,763$13,083,8977.84%
PETERSON WEALTH MANAGEMENT 78,908$9,075,2377.47%
View complete list of SPDR SERIES TRUST shareholders