Stonebridge Financial Planning Group, LLC - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$1,321,201
-6.7%
11,488
-0.6%
0.85%
-1.9%
Q2 2023$1,416,119
-2.3%
11,553
-1.5%
0.86%
-7.8%
Q1 2023$1,450,193
-0.9%
11,723
+0.3%
0.94%
-3.9%
Q4 2022$1,462,918
+11.3%
11,693
-0.8%
0.97%
+6.0%
Q3 2022$1,314,000
-6.4%
11,788
-0.4%
0.92%
-3.6%
Q2 2022$1,404,000
-12.8%
11,833
-5.8%
0.95%
+5.8%
Q1 2022$1,610,000
+1.7%
12,567
-0.6%
0.90%
+8.6%
Q4 2021$1,583,000
-5.3%
12,648
-4.8%
0.83%
+1.5%
Q3 2021$1,672,000
-1.4%
13,290
-3.1%
0.82%
-9.0%
Q2 2021$1,695,000
+3.5%
13,717
+0.8%
0.90%
-6.0%
Q1 2021$1,637,000
+5.9%
13,613
-6.7%
0.96%
-2.3%
Q4 2020$1,546,000
-1.2%
14,591
-9.3%
0.98%
-13.0%
Q3 2020$1,565,000
-16.2%
16,081
-21.6%
1.12%
-29.2%
Q2 2020$1,867,000
+5.5%
20,503
-1.8%
1.59%
-9.9%
Q1 2020$1,770,000
-22.9%
20,880
-2.1%
1.76%
-15.0%
Q4 2019$2,295,000–21,335–2.08%–
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Other shareholders
SPDR SERIES TRUST shareholders Q4 2023
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