Tyler-Stone Wealth Management - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Tyler-Stone Wealth Management ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$80
-16.7%
692
-11.5%
0.05%
-14.8%
Q2 2023$96
+6.7%
782
+8.3%
0.05%
-11.5%
Q4 2022$90
-99.9%
7220.0%0.06%
-1.6%
Q3 2022$81,000
-2.4%
722
+3.0%
0.06%
+12.7%
Q2 2022$83,000
+48.2%
701
+59.0%
0.06%
+77.4%
Q1 2022$56,000
+9.8%
441
+12.2%
0.03%
+14.8%
Q4 2021$51,0003930.03%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,793,913$158,116,00031.02%
Spectrum Asset Management, Inc. (NB/CA) 194,247$17,121,00015.74%
Jackson, Grant Investment Advisers, Inc. 193,372$17,044,00013.67%
O'Dell Group, LLC 161,388$14,225,00012.61%
Stratford Consulting, LLC 332,007$29,263,00011.69%
Private Vista, LLC 404,288$35,849,0008.91%
EisnerAmper Wealth Management Corporate Benefits, LLC 113,177$9,975,0008.64%
Ruggie Capital Group 125,166$10,990,0008.19%
Threshold Group LLC 76,034$6,702,0006.46%
Capital Investment Advisors, LLC 935,800$82,481,0006.26%
View complete list of SPDR SERIES TRUST shareholders