REDMONT WEALTH ADVISORS 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
REDMONT WEALTH ADVISORS LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2022$794,574
+12.2%
6,3510.0%0.93%
+1.2%
Q3 2022$708,000
-6.1%
6,3510.0%0.92%
+0.9%
Q2 2022$754,000
-7.4%
6,3510.0%0.91%
+5.3%
Q1 2022$814,000
-0.7%
6,3510.0%0.87%
-1.1%
Q4 2021$820,0006,3510.88%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,843,331$217,568,00019.08%
Legacy Financial Group LLC 289,478$34,167,00011.87%
O'Dell Group, LLC 230,525$27,209,0009.53%
Wolff Financial Management LLC 175,571$20,723,0009.50%
DENVER WEALTH MANAGEMENT, INC. 65,145$8,346,0008.80%
MARINO, STRAM & ASSOCIATES LLC 186,448$22,006,0008.60%
Jackson, Grant Investment Advisers, Inc. 156,116$18,426,0008.48%
Altus Wealth Group LLC 65,155$8,161,0008.11%
Hubbell Strickland Wealth Management, LLC 92,118$10,873,0006.99%
Cadent Capital Advisors, LLC 132,706$15,663,0006.95%
View complete list of SPDR SERIES TRUST shareholders