Retirement Investment Advisors, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
Retirement Investment Advisors, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$4,926,798
-25.8%
42,838
-20.9%
0.45%
-43.6%
Q2 2023$6,637,094
-20.6%
54,145
-19.9%
0.80%
-46.8%
Q1 2023$8,357,477
+9.0%
67,557
+10.3%
1.50%
-69.9%
Q4 2022$7,665,86561,2734.96%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,517,293$115,633,00029.64%
GRAY FINANCIAL GROUP /GA /ADV /ADV 898,301$68,459,00025.09%
Avidian Wealth Solutions, LLC 583,313$44,454,00018.54%
Stratford Consulting, LLC 294,631$22,454,00011.24%
Callan Capital, LLC 616,724$47,001,0009.86%
Ruggie Capital Group 156,097$12,039,0009.83%
Spectrum Asset Management, Inc. (NB/CA) 144,600$11,020,0009.50%
Berkshire Money Management, Inc. 367,152$27,981,0008.23%
Klingman & Associates, LLC 258,489$19,699,0007.75%
EisnerAmper Wealth Management Corporate Benefits, LLC 131,295$10,006,0007.70%
View complete list of SPDR SERIES TRUST shareholders