Cassady Schiller Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$54,860
-6.2%
4770.0%0.03%
-6.2%
Q2 2023$58,471
-0.9%
4770.0%0.03%
+14.3%
Q1 2023$59,010
-1.1%
4770.0%0.03%
-24.3%
Q4 2022$59,677
-3.7%
4770.0%0.04%0.0%
Q4 2021$62,0004770.04%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,858,029$187,438,00027.28%
Stratford Consulting, LLC 347,992$35,105,00012.40%
O'Dell Group, LLC 198,843$20,059,00012.16%
Wolff Financial Management LLC 145,042$14,632,00011.26%
MARINO, STRAM & ASSOCIATES LLC 148,967$15,028,00011.01%
Jackson, Grant Investment Advisers, Inc. 182,221$18,382,00010.71%
Spectrum Asset Management, Inc. (NB/CA) 153,317$15,467,0009.71%
Osbon Capital Management LLC 75,156$7,582,0008.06%
EisnerAmper Wealth Management Corporate Benefits, LLC 101,866$10,276,0007.64%
CRA Financial Services, LLC 122,399$12,348,0007.42%
View complete list of SPDR SERIES TRUST shareholders