Wealth Quarterback LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 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
Wealth Quarterback LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2021$19,000
-5.0%
161
+0.6%
0.01%
+8.3%
Q2 2021$20,000
-99.9%
160
-54.8%
0.01%
-53.8%
Q1 2020$28,249,000
-15.0%
354
+14.6%
0.03%
-10.3%
Q4 2019$33,221,0003090.03%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2020
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,843,331$217,568,00019.08%
Legacy Financial Group LLC 289,478$34,167,00011.87%
O'Dell Group, LLC 230,525$27,209,0009.53%
Wolff Financial Management LLC 175,571$20,723,0009.50%
DENVER WEALTH MANAGEMENT, INC. 65,145$8,346,0008.80%
MARINO, STRAM & ASSOCIATES LLC 186,448$22,006,0008.60%
Jackson, Grant Investment Advisers, Inc. 156,116$18,426,0008.48%
Altus Wealth Group LLC 65,155$8,161,0008.11%
Hubbell Strickland Wealth Management, LLC 92,118$10,873,0006.99%
Cadent Capital Advisors, LLC 132,706$15,663,0006.95%
View complete list of SPDR SERIES TRUST shareholders