Seven Springs Wealth Group, LLC - SPDR SERIES TRUST ownership

Back to all holdings Add to watchlist

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%.

Links
Filings
External links
Quarter-by-quarter ownership
Seven Springs Wealth Group, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$942,162
-6.2%
8,1920.0%0.45%
-5.2%
Q2 2023$1,004,175
-0.9%
8,1920.0%0.48%
-4.8%
Q1 2023$1,013,432
-1.1%
8,1920.0%0.50%
+1.2%
Q4 2022$1,024,901
+12.3%
8,1920.0%0.50%
-0.2%
Q3 2022$913,000
-6.1%
8,1920.0%0.50%
+1.8%
Q2 2022$972,000
-7.3%
8,1920.0%0.49%
-2.0%
Q1 2022$1,049,000
-0.9%
8,1920.0%0.50%
+2.9%
Q4 2021$1,058,000
+9.9%
8,1920.0%0.48%
+2.3%
Q3 2021$963,000
-3.9%
8,1920.0%0.47%
+8.8%
Q2 2021$1,002,000
+3.6%
8,1920.0%0.43%
-4.8%
Q1 2021$967,000
+11.4%
8,1920.0%0.46%
+1.6%
Q4 2020$868,000
+14.7%
8,1920.0%0.45%
-5.7%
Q3 2020$757,000
+1.3%
8,1920.0%0.48%0.0%
Q2 2020$747,000
+14.2%
8,1920.0%0.48%
+3.3%
Q1 2020$654,000
-25.8%
8,1920.0%0.46%
-22.9%
Q4 2019$881,000–8,192–0.60%–
 Download
Other shareholders
SPDR SERIES TRUST shareholders Q3 2020
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