San Luis Wealth Advisors LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.5%.

Quarter-by-quarter ownership
San Luis Wealth Advisors LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2022$210,000
-9.1%
1,881
+5.3%
0.22%
+94.7%
Q1 2022$231,0000.0%1,7860.0%0.11%
-51.9%
Q4 2021$231,000
+10.0%
1,7860.0%0.24%
+100.9%
Q3 2021$210,000
-66.8%
1,786
-70.1%
0.12%
-71.4%
Q4 2020$633,0005,9750.41%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
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