LIBERTY ONE INVESTMENT MANAGEMENT, 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
LIBERTY ONE INVESTMENT MANAGEMENT, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$2,185,753
-8.6%
19,005
-2.6%
0.32%
+2.3%
Q2 2023$2,390,893
-1.0%
19,505
-0.1%
0.31%
-5.8%
Q1 2023$2,415,071
-2.2%
19,522
-1.1%
0.33%
-7.3%
Q4 2022$2,468,550
+10.9%
19,731
-1.1%
0.36%
-3.0%
Q3 2022$2,225,000
-13.4%
19,959
-4.9%
0.37%
-16.2%
Q2 2022$2,568,000
-2.0%
20,997
+2.7%
0.44%
+9.8%
Q1 2022$2,620,000
-1.6%
20,448
-0.9%
0.40%
-0.7%
Q4 2021$2,663,000
+9.8%
20,627
-0.1%
0.40%
-3.1%
Q3 2021$2,426,000
-5.5%
20,639
-1.7%
0.41%
-4.6%
Q2 2021$2,568,000
+1.1%
20,997
-2.5%
0.43%
-4.2%
Q1 2021$2,541,000
+7.3%
21,532
-3.7%
0.45%
+1.8%
Q4 2020$2,368,000
+10.0%
22,354
-4.0%
0.44%
+1.1%
Q3 2020$2,152,000
+2.5%
23,294
+1.1%
0.44%
-6.6%
Q2 2020$2,100,000
+14.0%
23,031
-0.2%
0.47%
-0.8%
Q1 2020$1,842,000
-24.1%
23,071
+2.3%
0.48%
-9.5%
Q4 2019$2,427,00022,5590.52%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,806,412$176,902,00027.81%
O'Dell Group, LLC 195,848$19,179,00012.38%
Stratford Consulting, LLC 351,576$34,430,00012.26%
Jackson, Grant Investment Advisers, Inc. 181,053$17,731,00011.11%
Spectrum Asset Management, Inc. (NB/CA) 176,706$17,305,00010.32%
MARINO, STRAM & ASSOCIATES LLC 124,905$12,232,0009.80%
Ellenbecker Investment Group 126,427$12,381,0009.14%
EisnerAmper Wealth Management Corporate Benefits, LLC 100,017$9,795,0007.56%
Capital Investment Advisors, LLC 1,118,010$109,631,0006.47%
RELIANCE TRUST CO 3,229$316,0006.25%
View complete list of SPDR SERIES TRUST shareholders