Center for Financial Planning, Inc. - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 770 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Center for Financial Planning, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$191,262
-11.1%
1,663
-5.3%
0.04%
-8.9%
Q2 2023$215,251
+22.8%
1,756
+23.9%
0.04%
+12.5%
Q1 2023$175,298
-1.1%
1,4170.0%0.04%
-7.0%
Q4 2022$177,281
+6.2%
1,417
-5.5%
0.04%
-4.4%
Q3 2022$167,000
-10.2%
1,500
-4.2%
0.04%
-4.3%
Q2 2022$186,000
-7.0%
1,5650.0%0.05%
+14.6%
Q1 2022$200,000
-1.0%
1,5650.0%0.04%0.0%
Q4 2021$202,000
+9.8%
1,5650.0%0.04%
-8.9%
Q3 2021$184,000
-3.7%
1,5650.0%0.04%
-4.3%
Q2 2021$191,000
+3.2%
1,5650.0%0.05%
-2.1%
Q1 2021$185,000
+198.4%
1,565
+166.6%
0.05%
+166.7%
Q4 2020$62,000
+14.8%
5870.0%0.02%
+5.9%
Q3 2020$54,000
+14.9%
587
+14.6%
0.02%
+6.2%
Q2 2020$47,000
-74.2%
512
-77.6%
0.02%
-74.2%
Q1 2020$182,000
+506.7%
2,282
+715.0%
0.06%
+675.0%
Q4 2019$30,000–280–0.01%–
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Other shareholders
SPDR SERIES TRUST shareholders Q3 2020
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,785,183$142,565,00024.82%
Silversage Advisors 157,501$12,578,00018.38%
Stratford Consulting, LLC 338,583$27,039,00012.34%
O'Dell Group, LLC 219,326$17,515,00011.39%
SIMON QUICK ADVISORS, LLC 372,729$29,766,00011.04%
MARINO, STRAM & ASSOCIATES LLC 177,396$14,167,00010.92%
Jackson, Grant Investment Advisers, Inc. 171,447$13,692,00010.10%
Wolff Financial Management LLC 167,242$13,356,00010.08%
Essex Private Wealth Management, LLC 95,394$7,618,0009.94%
One Charles Private Wealth Services, LLC 142,887$11,411,0009.42%
View complete list of SPDR SERIES TRUST shareholders