Wealth Quarterback LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 988 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 0.37 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 Q4 2021
NameSharesValueWeighting ↓
Wolff Financial Management LLC 222,814$28,33820.92%
Joel Isaacson & Co., LLC 2,431,616$309,252,93316.24%
Hyperion Partners, LLC 175,689$22,344,11515.95%
KITCHING PARTNERS, LLC 50,638$6,440,17611.72%
Elk River Wealth Management, LLC 376,830$47,926,1119.38%
Legacy Financial Group LLC 371,379$47,231,9299.29%
Jackson, Grant Investment Advisers, Inc. 179,231$22,794,5929.20%
O'Dell Group, LLC 272,349$35,743,0668.76%
MARINO, STRAM & ASSOCIATES LLC 261,842$33,301,1248.14%
SARD WEALTH MANAGEMENT GROUP, LLC 90,469$11,505,8978.08%
View complete list of SPDR SERIES TRUST shareholders