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 1,858,029$187,438,00027.28%
Stratford Consulting, LLC 347,992$35,105,00012.40%
O'Dell Group, LLC 198,843$20,059,00012.16%
Wolff Financial Management LLC 145,042$14,632,00011.26%
MARINO, STRAM & ASSOCIATES LLC 148,967$15,028,00011.01%
Jackson, Grant Investment Advisers, Inc. 182,221$18,382,00010.71%
Spectrum Asset Management, Inc. (NB/CA) 153,317$15,467,0009.71%
Osbon Capital Management LLC 75,156$7,582,0008.06%
EisnerAmper Wealth Management Corporate Benefits, LLC 101,866$10,276,0007.64%
CRA Financial Services, LLC 122,399$12,348,0007.42%
View complete list of SPDR SERIES TRUST shareholders