Key Client Fiduciary Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
Key Client Fiduciary Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2024$333,503
-2.4%
2,622
+0.7%
0.17%
-8.3%
Q1 2024$341,852
+6.3%
2,605
+1.2%
0.18%
-3.2%
Q4 2023$321,741
+3.5%
2,575
-4.7%
0.19%
-2.1%
Q3 2023$310,866
+52.3%
2,703
+62.3%
0.19%
+60.5%
Q2 2023$204,1161,6650.12%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Wolff Financial Management LLC 222,814$28,33820.92%
Joel Isaacson & Co., LLC 2,431,616$309,252,93316.24%
Hyperion Partners, LLC 175,689$22,344,11515.95%
KITCHING PARTNERS, LLC 50,638$6,440,17611.72%
Elk River Wealth Management, LLC 376,830$47,926,1119.38%
Legacy Financial Group LLC 371,379$47,231,9299.29%
Jackson, Grant Investment Advisers, Inc. 179,231$22,794,5929.20%
O'Dell Group, LLC 272,349$35,743,0668.76%
MARINO, STRAM & ASSOCIATES LLC 261,842$33,301,1248.14%
SARD WEALTH MANAGEMENT GROUP, LLC 90,469$11,505,8978.08%
View complete list of SPDR SERIES TRUST shareholders