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 1,843,331$217,568,00019.08%
Legacy Financial Group LLC 289,478$34,167,00011.87%
O'Dell Group, LLC 230,525$27,209,0009.53%
Wolff Financial Management LLC 175,571$20,723,0009.50%
DENVER WEALTH MANAGEMENT, INC. 65,145$8,346,0008.80%
MARINO, STRAM & ASSOCIATES LLC 186,448$22,006,0008.60%
Jackson, Grant Investment Advisers, Inc. 156,116$18,426,0008.48%
Altus Wealth Group LLC 65,155$8,161,0008.11%
Hubbell Strickland Wealth Management, LLC 92,118$10,873,0006.99%
Cadent Capital Advisors, LLC 132,706$15,663,0006.95%
View complete list of SPDR SERIES TRUST shareholders