BARNES PETTEY FINANCIAL ADVISORS, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.6%.

Quarter-by-quarter ownership
BARNES PETTEY FINANCIAL ADVISORS, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2023$289,779
-0.9%
2,3640.0%0.25%
-10.0%
Q1 2023$292,450
-1.0%
2,364
+0.1%
0.28%
-8.5%
Q4 2022$295,510
+15.9%
2,362
+3.2%
0.30%
-12.4%
Q3 2022$255,000
-6.2%
2,2880.0%0.35%
-0.9%
Q2 2022$272,000
-7.2%
2,2880.0%0.35%
-1.1%
Q1 2022$293,000
-0.7%
2,2880.0%0.36%
+4.7%
Q4 2021$295,0002,2880.34%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2022
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