REBALANCE, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
REBALANCE, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$1,187,396
-2.3%
10,324
+4.1%
0.12%0.0%
Q2 2023$1,215,922
-0.3%
9,919
+0.7%
0.12%
-5.0%
Q1 2023$1,218,978
+4.0%
9,854
+5.2%
0.12%
-0.8%
Q4 2022$1,171,8449,3670.12%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
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