Horizon Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 982 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
Horizon Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2022$307,000
+16.7%
2,588
+26.9%
0.13%
+64.9%
Q4 2021$263,0002,0390.08%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,281,035$282,186,87720.28%
Hyperion Partners, LLC 153,830$19,030,28317.10%
Legacy Financial Group LLC 477,095$59,021,45716.16%
O'Dell Group, LLC 280,357$34,682,96911.18%
Elk River Wealth Management, LLC 380,393$47,059,11010.68%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 73,682$9,115,12910.10%
MARINO, STRAM & ASSOCIATES LLC 263,486$32,595,8939.84%
Jackson, Grant Investment Advisers, Inc. 159,437$19,723,9099.27%
Smart Money Group LLC 147,699$18,457,9679.26%
Wolff Financial Management LLC 198,871$24,6028.57%
View complete list of SPDR SERIES TRUST shareholders