Revolve Wealth Partners, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
Revolve Wealth Partners, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$315,127
-6.2%
2,7400.0%0.07%
-7.6%
Q2 2023$335,869
-0.9%
2,7400.0%0.08%
-8.1%
Q1 2023$338,965
-1.1%
2,7400.0%0.09%
-12.2%
Q4 2022$342,801
+12.0%
2,7400.0%0.10%
-3.9%
Q3 2022$306,000
-5.8%
2,7400.0%0.10%
-4.7%
Q2 2022$325,000
+5.9%
2,740
+14.3%
0.11%
+20.2%
Q1 2022$307,000
-1.0%
2,3980.0%0.09%0.0%
Q4 2021$310,0002,3980.09%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,793,913$158,116,00031.02%
Spectrum Asset Management, Inc. (NB/CA) 194,247$17,121,00015.74%
Jackson, Grant Investment Advisers, Inc. 193,372$17,044,00013.67%
O'Dell Group, LLC 161,388$14,225,00012.61%
Stratford Consulting, LLC 332,007$29,263,00011.69%
Private Vista, LLC 404,288$35,849,0008.91%
EisnerAmper Wealth Management Corporate Benefits, LLC 113,177$9,975,0008.64%
Ruggie Capital Group 125,166$10,990,0008.19%
Threshold Group LLC 76,034$6,702,0006.46%
Capital Investment Advisors, LLC 935,800$82,481,0006.26%
View complete list of SPDR SERIES TRUST shareholders