Continuum Advisory, 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
Continuum Advisory, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2022$501,816
-33.4%
4,011
-40.6%
0.09%
-31.6%
Q3 2022$754,000
+153.0%
6,758
+181.0%
0.13%
+133.3%
Q1 2022$298,000
-10.0%
2,405
-6.3%
0.06%
-23.0%
Q4 2021$331,000
-52.7%
2,566
-60.6%
0.07%
-81.8%
Q4 2019$700,0006,5050.41%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
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