Resonant Capital Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
Resonant Capital Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$201,268
-6.2%
1,7500.0%0.02%
-8.7%
Q2 2023$214,515
-0.9%
1,7500.0%0.02%
-8.0%
Q1 2023$216,493
-1.1%
1,7500.0%0.02%
-7.4%
Q4 2022$218,943
+5.3%
1,7500.0%0.03%
-15.6%
Q2 2022$208,000
-8.4%
1,7500.0%0.03%
-5.9%
Q1 2022$227,000
+0.4%
1,7500.0%0.03%0.0%
Q4 2021$226,000
+9.7%
1,7500.0%0.03%
-5.6%
Q3 2021$206,000
-12.7%
1,750
-9.3%
0.04%
-21.7%
Q2 2021$236,000
+3.5%
1,9300.0%0.05%
-2.1%
Q1 2021$228,000
-30.3%
1,930
-37.4%
0.05%
-39.0%
Q4 2020$327,000
+14.7%
3,0850.0%0.08%
-4.9%
Q3 2020$285,000
-1.4%
3,085
-2.7%
0.08%
-3.6%
Q2 2020$289,000
+4.0%
3,170
-9.0%
0.08%
-16.8%
Q1 2020$278,000
-25.9%
3,4850.0%0.10%
-14.4%
Q4 2019$375,0003,4850.12%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,281,035$282,186,87720.28%
Hyperion Partners, LLC 153,830$19,030,28317.10%
Legacy Financial Group LLC 477,095$59,021,45716.16%
O'Dell Group, LLC 280,357$34,682,96911.18%
Elk River Wealth Management, LLC 380,393$47,059,11010.68%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 73,682$9,115,12910.10%
MARINO, STRAM & ASSOCIATES LLC 263,486$32,595,8939.84%
Jackson, Grant Investment Advisers, Inc. 159,437$19,723,9099.27%
Smart Money Group LLC 147,699$18,457,9679.26%
Wolff Financial Management LLC 198,871$24,6028.57%
View complete list of SPDR SERIES TRUST shareholders